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

Clearstead Advisors’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 		$2.79K Sell
33
-592
-95% -$48.6K ﹤0.01% 2362
2026
Q1 		$42.8K Hold
625
– – ﹤0.01% 1306
2025
Q4 		$43.3K Buy
625
+3
+0.5% +$205 ﹤0.01% 1461
2025
Q3 		$40.8K Hold
622
– – ﹤0.01% 1342
2025
Q2 		$37.2K Buy
622
+590
+1,844% +$31.6K ﹤0.01% 1387
2025
Q1 		$1.67K Hold
32
– – ﹤0.01% 1927
2024
Q4 		$1.83K Hold
32
– – ﹤0.01% 1854
2024
Q3 		$1.84K Hold
32
– – ﹤0.01% 1851
2024
Q2 		$1.78K Buy
32
+7
+28% +$390 ﹤0.01% 1827
2024
Q1 		$1.43K Buy
+25
New +$1.41K ﹤0.01% 1359

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

Clearstead Advisors's ROBO Position: Q2 2026 in Review

Clearstead Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 95% in Q2 2026, selling an estimated $48.6K and leaving 33 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Clearstead Advisors first reported a position in ROBO in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.3K in Q4 2025. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Clearstead Advisors held 33 shares of ROBO Global Robotics & Automation Index ETF worth $2.79K as of Q2 2026.
  • Clearstead Advisors sold 592 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $48.6K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2362 holding.
  • Clearstead Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $43.3K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.