Costello Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Costello Asset Management’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	$27.9K	Hold	326	–	–	0.01%	350
2026 Q1	$22.3K	Hold	326	–	–	0.01%	367
2025 Q4	$22.6K	Buy	326 +1	+0.3%	+$68	0.01%	357
2025 Q3	$21.3K	Hold	325	–	–	0.01%	366
2025 Q2	$19.5K	Hold	325	–	–	0.01%	375
2025 Q1	$16.8K	Buy	+325	New	+$18.6K	0.01%	375

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Costello Asset Management's ROBO Position: Q2 2026 in Review

Costello Asset Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 326 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #350.

Costello Asset Management first reported a position in ROBO in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Costello Asset Management held 326 shares of ROBO Global Robotics & Automation Index ETF worth $27.9K as of Q2 2026.
Costello Asset Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #350 holding.
Costello Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.