Creative Financial Designs’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Creative Financial Designs’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	$428	Hold	5	–	–	﹤0.01%	2152
2026 Q1	$342	Hold	5	–	–	﹤0.01%	2034
2025 Q4	$347	Hold	5	–	–	﹤0.01%	1943
2025 Q3	$328	Hold	5	–	–	﹤0.01%	1945
2025 Q2	$299	Hold	5	–	–	﹤0.01%	1918
2025 Q1	$258	Hold	5	–	–	﹤0.01%	1964
2024 Q4	$281	Hold	5	–	–	﹤0.01%	1750
2024 Q3	$285	Hold	5	–	–	﹤0.01%	1641
2024 Q2	$276	Hold	5	–	–	﹤0.01%	1599
2024 Q1	$293	Hold	5	–	–	﹤0.01%	1614
2023 Q4	$287	Hold	5	–	–	﹤0.01%	1560
2023 Q3	$252	Hold	5	–	–	﹤0.01%	1462
2023 Q2	$293	Hold	5	–	–	﹤0.01%	1434
2023 Q1	$274	Hold	5	–	–	﹤0.01%	1361
2022 Q4	$232	Hold	5	–	–	﹤0.01%	1269
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1330
2022 Q2	$0	Sell	5 -75	-94%	-$3.75K	﹤0.01%	1322
2022 Q1	$5K	Sell	80 -75	-48%	-$4.57K	﹤0.01%	1049
2021 Q4	$11K	Buy	155 +150	+3,000%	+$10.2K	﹤0.01%	892
2021 Q3	$0	Sell	5 -1,000	-100%	-$66.4K	﹤0.01%	1446
2021 Q2	$66K	Buy	1,005 +1,000	+20,000%	+$64.1K	0.01%	531
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1352
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1286
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1284
2020 Q2	$0	Buy	+5	New	+$199	﹤0.01%	1186

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

Creative Financial Designs's ROBO Position: Q2 2026 in Review

Creative Financial Designs held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 5 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Creative Financial Designs first reported a position in ROBO in Q2 2020 and has held it in 25 quarters since. The position peaked at $66K in Q2 2021. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Creative Financial Designs held 5 shares of ROBO Global Robotics & Automation Index ETF worth $428 as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #2152 holding.
Creative Financial Designs first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's ROBO Global Robotics & Automation Index ETF position peaked at $66K in Q2 2021.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.