CWP
ROBO icon

Concord Wealth Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Concord Wealth Partners’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 		$32.3K Buy
+377
New +$31K ﹤0.01% 425
2024
Q1 		– Sell
-188
Closed -$10.8K – 896
2023
Q4 		$10.8K Buy
+188
New +$9.6K ﹤0.01% 560

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

Concord Wealth Partners's ROBO Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 377 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ROBO as recently as Q4 2023.

Concord Wealth Partners first reported a position in ROBO in Q4 2023 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Concord Wealth Partners held 377 shares of ROBO Global Robotics & Automation Index ETF worth $32.3K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Concord Wealth Partners position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #425 holding.
  • Concord Wealth Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.