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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.43M	Sell	133,034 -2,274	-2%	-$110K	0.06%	337
2025 Q1	$5.5M	Buy	135,308 +1,884	+1%	+$76.6K	0.07%	316
2024 Q4	$6.01M	Buy	133,424 +2,839	+2%	+$128K	0.08%	264
2024 Q3	$5.72M	Buy	+130,585	New	+$5.72M	0.08%	275