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

Certuity’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 		$598K Hold
6,978
– – 0.03% 288
2026
Q1 		$478K Buy
6,978
+28
+0.4% +$2.06K 0.03% 302
2025
Q4 		$482K Sell
6,950
-2,352
-25% -$161K 0.03% 283
2025
Q3 		$610K Hold
9,302
– – 0.04% 225
2025
Q2 		$556K Hold
9,302
– – 0.05% 191
2025
Q1 		$479K Buy
9,302
+36
+0.4% +$2.06K 0.05% 189
2024
Q4 		$521K Buy
+9,266
New +$527K 0.06% 172

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Certuity's ROBO Position: Q2 2026 in Review

Certuity held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 6,978 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #288.

Certuity first reported a position in ROBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $610K in Q3 2025. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Certuity held 6,978 shares of ROBO Global Robotics & Automation Index ETF worth $598K as of Q2 2026.
  • Certuity left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.03% of Certuity's portfolio in Q2 2026, its #288 holding.
  • Certuity first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Certuity's ROBO Global Robotics & Automation Index ETF position peaked at $610K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.