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 Q2	$0	Hold	5	–	–	﹤0.01%	908
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

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

Coston McIsaac & Partners's ROBO Position: Q2 2026 in Review

Coston McIsaac & Partners held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Coston McIsaac & Partners first reported a position in ROBO in Q3 2023 and has held it in 11 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Coston McIsaac & Partners held 5 shares of ROBO Global Robotics & Automation Index ETF worth $0 as of Q2 2026.
Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q2 2026, its #908 holding.
Coston McIsaac & Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 11 quarters since.
321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.