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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
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Clearstead Advisors's ROBO Position: Q1 2026 in Review

Clearstead Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 625 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Clearstead Advisors first reported a position in ROBO in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.3K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Clearstead Advisors held 625 shares of ROBO Global Robotics & Automation Index ETF worth $42.8K as of Q1 2026.
  • Clearstead Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1306 holding.
  • Clearstead Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $43.3K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.