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COMPASS FINANCIAL MANAGEMENT LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$26.5K Buy
+314
New +$25.8K ﹤0.01% 834

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
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
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ROBO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 314 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

264 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 314 shares of ROBO Global Robotics & Automation Index ETF worth $26.5K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #834 holding.
  • 264 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.