Cerity Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cerity Partners’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 Q2	$972K	Sell	11,349 -1,326	-10%	-$109K	﹤0.01%	2023
2026 Q1	$867K	Buy	12,675 +7,410	+141%	+$544K	﹤0.01%	1936
2025 Q4	$365K	Buy	5,265 +304	+6%	+$20.8K	﹤0.01%	2287
2025 Q3	$325K	Hold	4,961	–	–	﹤0.01%	2221
2025 Q2	$297K	Hold	4,961	–	–	﹤0.01%	2156
2025 Q1	$255K	Buy	+4,961	New	+$284K	﹤0.01%	2103
2024 Q4	–	Sell	-4,913	Closed	-$280K	–	2566
2024 Q3	$280K	Buy	4,913 +185	+4%	+$10.1K	﹤0.01%	2102
2024 Q2	$261K	Sell	4,728 -300	-6%	-$16.7K	﹤0.01%	1896
2024 Q1	$295K	Buy	5,028 +237	+5%	+$13.4K	﹤0.01%	1874
2023 Q4	$275K	Buy	+4,791	New	+$245K	﹤0.01%	1566
2023 Q2	–	Sell	-5,274	Closed	-$289K	–	1900
2023 Q1	$289K	Buy	5,274 +6	+0.1%	+$313	﹤0.01%	1546
2022 Q4	$244K	Buy	+5,268	New	+$240K	﹤0.01%	1236

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Cerity Partners's ROBO Position: Q2 2026 in Review

Cerity Partners reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 10% in Q2 2026, selling an estimated $109K and leaving 11,349 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Cerity Partners first reported a position in ROBO in Q4 2022 and has held it in 12 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Cerity Partners held 11,349 shares of ROBO Global Robotics & Automation Index ETF worth $972K as of Q2 2026.
Cerity Partners sold 1,326 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $109K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2023 holding.
Cerity Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 12 quarters since.
321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.