Commonwealth Equity Services
ROBT icon

Commonwealth Equity Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Commonwealth Equity Services’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 		$1.5M Sell
26,600
-5,677
-18% -$303K ﹤0.01% 2380
2026
Q1 		$1.49M Sell
32,277
-1,900
-6% -$96.9K ﹤0.01% 2260
2025
Q4 		$1.77M Buy
34,177
+1,297
+4% +$69.2K ﹤0.01% 2086
2025
Q3 		$1.74M Sell
32,880
-62
-0.2% -$3.13K ﹤0.01% 2120
2025
Q2 		$1.59M Sell
32,942
-2,072
-6% -$89.3K ﹤0.01% 2175
2025
Q1 		$1.42M Buy
35,014
+292
+0.8% +$13.2K ﹤0.01% 2186
2024
Q4 		$1.56M Sell
34,722
-3,830
-10% -$174K ﹤0.01% 2042
2024
Q3 		$1.69M Sell
38,552
-3,459
-8% -$146K ﹤0.01% 1930
2024
Q2 		$1.78M Buy
42,011
+1,954
+5% +$83.7K ﹤0.01% 1868
2024
Q1 		$1.81M Sell
40,057
-3,389
-8% -$151K ﹤0.01% 1848
2023
Q4 		$1.98M Sell
43,446
-1,333
-3% -$54.7K ﹤0.01% 1707
2023
Q3 		$1.81M Buy
44,779
+6,878
+18% +$299K ﹤0.01% 1674
2023
Q2 		$1.73M Buy
37,901
+15,383
+68% +$658K ﹤0.01% 1723
2023
Q1 		$959K Buy
22,518
+4,688
+26% +$189K ﹤0.01% 2079
2022
Q4 		$636K Sell
17,830
-2,403
-12% -$86.9K ﹤0.01% 2281
2022
Q3 		$681K Sell
20,233
-964
-5% -$37.3K ﹤0.01% 2184
2022
Q2 		$787K Sell
21,197
-16,310
-43% -$669K ﹤0.01% 2081
2022
Q1 		$1.77M Buy
37,507
+1,149
+3% +$55.4K ﹤0.01% 1583
2021
Q4 		$2M Buy
36,358
+6,224
+21% +$343K ﹤0.01% 1489
2021
Q3 		$1.62M Buy
30,134
+1,204
+4% +$65.7K ﹤0.01% 1576
2021
Q2 		$1.57M Sell
28,930
-2,009
-6% -$106K ﹤0.01% 1589
2021
Q1 		$1.61M Buy
30,939
+2,122
+7% +$115K ﹤0.01% 1467
2020
Q4 		$1.45M Buy
28,817
+2,507
+10% +$111K ﹤0.01% 1421
2020
Q3 		$1.02M Sell
26,310
-1,836
-7% -$70K ﹤0.01% 1480
2020
Q2 		$1.01M Buy
28,146
+5,196
+23% +$168K ﹤0.01% 1419
2020
Q1 		$624K Buy
22,950
+6,711
+41% +$219K ﹤0.01% 1559
2019
Q4 		$558K Buy
16,239
+7,062
+77% +$231K ﹤0.01% 1832
2019
Q3 		$290K Buy
9,177
+2,620
+40% +$84.6K ﹤0.01% 2269
2019
Q2 		$217K Sell
6,557
-958
-13% -$31.2K ﹤0.01% 2458
2019
Q1 		$239K Buy
+7,515
New +$224K ﹤0.01% 2335

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services's ROBT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 18% in Q2 2026, selling an estimated $303K and leaving 26,600 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Commonwealth Equity Services first reported a position in ROBT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2M in Q4 2021. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Commonwealth Equity Services held 26,600 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.5M as of Q2 2026.
  • Commonwealth Equity Services sold 5,677 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $303K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2380 holding.
  • Commonwealth Equity Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2019 and has held it in 30 quarters since.
  • Commonwealth Equity Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.