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

Creative Planning’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 		$984K Buy
14,379
+2,539
+21% +$186K ﹤0.01% 2476
2025
Q4 		$821K Sell
11,840
-2,715
-19% -$186K ﹤0.01% 2448
2025
Q3 		$954K Buy
14,555
+315
+2% +$19.9K ﹤0.01% 2156
2025
Q2 		$851K Buy
14,240
+968
+7% +$51.8K ﹤0.01% 1998
2025
Q1 		$684K Buy
13,272
+859
+7% +$49.2K ﹤0.01% 2021
2024
Q4 		$698K Sell
12,413
-273
-2% -$15.5K ﹤0.01% 1921
2024
Q3 		$724K Sell
12,686
-851
-6% -$46.6K ﹤0.01% 1786
2024
Q2 		$746K Sell
13,537
-2,612
-16% -$146K ﹤0.01% 1629
2024
Q1 		$947K Sell
16,149
-719
-4% -$40.7K ﹤0.01% 1372
2023
Q4 		$967K Buy
16,868
+278
+2% +$14.2K ﹤0.01% 1251
2023
Q3 		$835K Sell
16,590
-10,265
-38% -$564K ﹤0.01% 1261
2023
Q2 		$1.57M Buy
26,855
+5,852
+28% +$322K ﹤0.01% 924
2023
Q1 		$1.15M Sell
21,003
-4,176
-17% -$218K ﹤0.01% 1007
2022
Q4 		$1.17M Buy
25,179
+1,615
+7% +$73.7K ﹤0.01% 967
2022
Q3 		$974K Buy
23,564
+1,146
+5% +$54.2K ﹤0.01% 979
2022
Q2 		$1.01M Buy
22,418
+246
+1% +$12.3K ﹤0.01% 976
2022
Q1 		$1.29M Buy
22,172
+1,505
+7% +$91.6K ﹤0.01% 870
2021
Q4 		$1.45M Buy
20,667
+199
+1% +$13.6K ﹤0.01% 793
2021
Q3 		$1.32M Buy
20,468
+792
+4% +$52.6K ﹤0.01% 827
2021
Q2 		$1.28M Sell
19,676
-13,889
-41% -$890K ﹤0.01% 833
2021
Q1 		$2.13M Buy
33,565
+2,851
+9% +$188K ﹤0.01% 698
2020
Q4 		$1.87M Buy
30,714
+128
+0.4% +$6.93K ﹤0.01% 700
2020
Q3 		$1.47M Buy
30,586
+5,026
+20% +$235K ﹤0.01% 673
2020
Q2 		$1.11M Buy
25,560
+3,330
+15% +$132K ﹤0.01% 711
2020
Q1 		$747K Buy
22,230
+4,097
+23% +$161K ﹤0.01% 761
2019
Q4 		$762K Buy
18,133
+2,730
+18% +$110K ﹤0.01% 912
2019
Q3 		$591K Sell
15,403
-600
-4% -$22.7K ﹤0.01% 972
2019
Q2 		$639K Sell
16,003
-6,188
-28% -$243K ﹤0.01% 950
2019
Q1 		$859K Sell
22,191
-169
-0.8% -$6.24K ﹤0.01% 789
2018
Q4 		$728K Sell
22,360
-2,384
-10% -$86.4K ﹤0.01% 796
2018
Q3 		$1.04M Buy
24,744
+4,248
+21% +$175K ﹤0.01% 750
2018
Q2 		$820K Buy
20,496
+417
+2% +$17.3K ﹤0.01% 853
2018
Q1 		$840K Buy
20,079
+360
+2% +$15.6K ﹤0.01% 831
2017
Q4 		$815K Buy
19,719
+89
+0.5% +$3.61K ﹤0.01% 836
2017
Q3 		$759K Buy
19,630
+12,476
+174% +$454K ﹤0.01% 837
2017
Q2 		$245K Buy
7,154
+4,795
+203% +$162K ﹤0.01% 1399
2017
Q1 		$76K Buy
2,359
+1,859
+372% +$57.6K ﹤0.01% 2145
2016
Q4 		$14K Sell
500
-105
-17% -$2.96K ﹤0.01% 3324
2016
Q3 		$17K Buy
+605
New +$16.2K ﹤0.01% 3168
2015
Q2 		– Sell
-183
Closed -$5K – 2606
2015
Q1 		$5K Buy
+183
New +$4.71K ﹤0.01% 3553
2014
Q2 		– Sell
-10
Closed – – 3935
2014
Q1 		$0 Buy
+10
New +$269 ﹤0.01% 3731

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

Creative Planning's ROBO Position: Q1 2026 in Review

Creative Planning increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 21% in Q1 2026, buying an estimated $186K and bringing the position to 14,379 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Creative Planning first reported a position in ROBO in Q1 2014 and has held it in 41 quarters since. The position peaked at $2.13M in Q1 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Creative Planning held 14,379 shares of ROBO Global Robotics & Automation Index ETF worth $984K as of Q1 2026.
  • Creative Planning bought 2,539 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $186K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2476 holding.
  • Creative Planning first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2014 and has held it in 41 quarters since.
  • Creative Planning's ROBO Global Robotics & Automation Index ETF position peaked at $2.13M in Q1 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.