CWM
ROBT icon

Congress Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Congress Wealth Management’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
2025
Q2 		$6.43M Sell
133,034
-2,274
-2% -$98.1K 0.06% 337
2025
Q1 		$5.5M Buy
135,308
+1,884
+1% +$85.3K 0.07% 316
2024
Q4 		$6.01M Buy
133,424
+2,839
+2% +$129K 0.08% 264
2024
Q3 		$5.72M Buy
+130,585
New +$5.5M 0.08% 275

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Congress Wealth Management's ROBT Position: Q2 2025 in Review

Congress Wealth Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 1.7% in Q2 2025, selling an estimated $98.1K and leaving 133,034 shares worth $6.43M. The position accounts for 0.06% of the portfolio, ranked #337.

Congress Wealth Management first reported a position in ROBT in Q3 2024 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • Congress Wealth Management held 133,034 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $6.43M as of Q2 2025.
  • Congress Wealth Management sold 2,274 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $98.1K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #337 holding.
  • Congress Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2024 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.