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Coston McIsaac & Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Coston McIsaac & 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
Q1 		$0 Hold
5
– – ﹤0.01% 894
2025
Q4 		$0 Hold
5
– – ﹤0.01% 898
2025
Q3 		$0 Hold
5
– – ﹤0.01% 848
2025
Q2 		$0 Buy
+5
New +$268 ﹤0.01% 822
2025
Q1 		– Sell
-5
Closed – – 822
2024
Q4 		$0 Hold
5
– – ﹤0.01% 821
2024
Q3 		$0 Hold
5
– – ﹤0.01% 807
2024
Q2 		$0 Hold
5
– – ﹤0.01% 790
2024
Q1 		$0 Hold
5
– – ﹤0.01% 771
2023
Q4 		$0 Hold
5
– – ﹤0.01% 770
2023
Q3 		$0 Buy
+5
New +$274 ﹤0.01% 787

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Coston McIsaac & Partners's ROBO Position: Q1 2026 in Review

Coston McIsaac & Partners held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Coston McIsaac & Partners first reported a position in ROBO in Q3 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Coston McIsaac & Partners held 5 shares of ROBO Global Robotics & Automation Index ETF worth $0 as of Q1 2026.
  • Coston McIsaac & Partners left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #894 holding.
  • Coston McIsaac & Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.