Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Hold
3,019
– – ﹤0.01% 2711
2025
Q4 		$209K Sell
3,019
-231
-7% -$15.8K ﹤0.01% 2541
2025
Q3 		$213K Sell
3,250
-359
-10% -$22.7K ﹤0.01% 2391
2025
Q2 		$216K Hold
3,609
– – ﹤0.01% 2115
2025
Q1 		$186K Sell
3,609
-11
-0.3% -$630 ﹤0.01% 1972
2024
Q4 		$204K Sell
3,620
-225
-6% -$12.8K ﹤0.01% 1810
2024
Q3 		$219K Hold
3,845
– – ﹤0.01% 1711
2024
Q2 		$212K Sell
3,845
-285
-7% -$15.9K ﹤0.01% 1561
2024
Q1 		$242K Buy
4,130
+138
+3% +$7.8K ﹤0.01% 1426
2023
Q4 		$229K Sell
3,992
-686
-15% -$35K ﹤0.01% 1358
2023
Q3 		$236K Buy
4,678
+505
+12% +$27.7K ﹤0.01% 1245
2023
Q2 		$244K Sell
4,173
-3,159
-43% -$174K ﹤0.01% 1180
2023
Q1 		$401K Sell
7,332
-112
-2% -$5.84K ﹤0.01% 956
2022
Q4 		$345K Sell
7,444
-4
-0.1% -$183 ﹤0.01% 912
2022
Q3 		$308K Buy
7,448
+607
+9% +$28.7K ﹤0.01% 908
2022
Q2 		$308K Buy
6,841
+3,272
+92% +$163K ﹤0.01% 881
2022
Q1 		$208K Sell
3,569
-308
-8% -$18.7K ﹤0.01% 1024
2021
Q4 		$272K Buy
+3,877
New +$265K ﹤0.01% 911
2021
Q2 		$227K Hold
3,479
– – ﹤0.01% 862
2021
Q1 		$227K Hold
3,479
– – ﹤0.01% 862
2020
Q4 		$227K Hold
3,479
– – ﹤0.01% 862
2020
Q3 		$227K Hold
3,479
– – ﹤0.01% 862
2020
Q2 		$227K Hold
3,479
– – ﹤0.01% 862
2020
Q1 		$227K Hold
3,479
– – ﹤0.01% 862
2019
Q4 		$227K Hold
3,479
– – ﹤0.01% 862
2019
Q3 		$227K Hold
3,479
– – ﹤0.01% 862
2019
Q2 		$227K Hold
3,479
– – ﹤0.01% 862
2019
Q1 		$227K Sell
3,479
-3,660
-51% -$135K ﹤0.01% 862
2018
Q4 		$232K Buy
7,139
+622
+10% +$22.5K 0.01% 571
2018
Q3 		$273K Buy
6,517
+523
+9% +$21.5K 0.01% 459
2018
Q2 		$240K Buy
5,994
+3,600
+150% +$149K 0.01% 397
2018
Q1 		$100K Buy
+2,394
New +$104K ﹤0.01% 440

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ROBO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 3,019 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Carson Wealth (CWM LLC) first reported a position in ROBO in Q1 2018 and has held it in 32 quarters since. The position peaked at $401K in Q1 2023. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,019 shares of ROBO Global Robotics & Automation Index ETF worth $207K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2711 holding.
  • Carson Wealth (CWM LLC) first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s ROBO Global Robotics & Automation Index ETF position peaked at $401K in Q1 2023.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.