Certuity’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Certuity’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$729K	Buy	12,966 +2	+0%	+$107	0.04%	236
2026 Q1	$598K	Hold	12,964	–	–	0.04%	252
2025 Q4	$672K	Sell	12,964 -824	-6%	-$44K	0.04%	212
2025 Q3	$729K	Sell	13,788 -1	-0%	-$50	0.05%	195
2025 Q2	$666K	Hold	13,789	–	–	0.06%	174
2025 Q1	$561K	Hold	13,789	–	–	0.06%	173
2024 Q4	$621K	Buy	13,789 +1	+0%	+$45	0.07%	154
2024 Q3	$604K	Sell	13,788 -964	-7%	-$40.6K	0.07%	167
2024 Q2	$625K	Hold	14,752	–	–	0.05%	163
2024 Q1	$667K	Sell	14,752 -2,550	-15%	-$114K	0.06%	144
2023 Q4	$788K	Buy	17,302 +8	+0%	+$328	0.08%	135
2023 Q3	$701K	Buy	+17,294	New	+$753K	0.08%	110

Other funds holding ROBT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Certuity's ROBT Position: Q2 2026 in Review

Certuity increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.02% in Q2 2026, buying an estimated $107 and bringing the position to 12,966 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #236.

Certuity first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. The position peaked at $788K in Q4 2023. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Certuity held 12,966 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $729K as of Q2 2026.
Certuity bought 2 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $107.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.04% of Certuity's portfolio in Q2 2026, its #236 holding.
Certuity first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 12 quarters since.
Certuity's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $788K in Q4 2023.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

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