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Cranbrook Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cranbrook Wealth 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
Q1 		$12.9K Hold
189
– – ﹤0.01% 274
2025
Q4 		$13.1K Buy
+189
New +$12.9K ﹤0.01% 281
2025
Q3 		– Sell
-323
Closed -$19.3K – 414
2025
Q2 		$19.3K Hold
323
– – ﹤0.01% 252
2025
Q1 		$16.6K Hold
323
– – ﹤0.01% 242
2024
Q4 		$18.2K Hold
323
– – ﹤0.01% 232
2024
Q3 		$18.4K Hold
323
– – ﹤0.01% 231
2024
Q2 		$17.8K Hold
323
– – ﹤0.01% 226
2024
Q1 		$18.9K Hold
323
– – ﹤0.01% 199
2023
Q4 		$18.5K Hold
323
– – ﹤0.01% 205
2023
Q3 		$16.3K Hold
323
– – ﹤0.01% 200
2023
Q2 		$18.9K Hold
323
– – 0.01% 201
2023
Q1 		$17.7K Hold
323
– – 0.01% 205
2022
Q4 		$15K Hold
323
– – ﹤0.01% 207
2022
Q3 		$13K Hold
323
– – ﹤0.01% 231
2022
Q2 		$15K Hold
323
– – ﹤0.01% 229
2022
Q1 		$19K Hold
323
– – ﹤0.01% 243
2021
Q4 		$23K Hold
323
– – ﹤0.01% 236
2021
Q3 		$21K Hold
323
– – ﹤0.01% 253
2021
Q2 		$21K Hold
323
– – ﹤0.01% 241
2021
Q1 		$21K Hold
323
– – 0.01% 245
2020
Q4 		$20K Hold
323
– – 0.01% 207
2020
Q3 		$16K Buy
+323
New +$15.1K ﹤0.01% 192

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

Cranbrook Wealth Management's ROBO Position: Q1 2026 in Review

Cranbrook Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 189 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Cranbrook Wealth Management first reported a position in ROBO in Q3 2020 and has held it in 22 quarters since. The position peaked at $23K in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Cranbrook Wealth Management held 189 shares of ROBO Global Robotics & Automation Index ETF worth $12.9K as of Q1 2026.
  • Cranbrook Wealth Management 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 Cranbrook Wealth Management's portfolio in Q1 2026, its #274 holding.
  • Cranbrook Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 and has held it in 22 quarters since.
  • Cranbrook Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $23K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.