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Cresset Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cresset Asset 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
Q2 		$257K Sell
2,997
-75
-2% -$6.16K ﹤0.01% 1461
2026
Q1 		$210K Buy
+3,072
New +$226K ﹤0.01% 1447
2025
Q4 		– Sell
-4,333
Closed -$284K – 1693
2025
Q3 		$284K Hold
4,333
– – ﹤0.01% 1270
2025
Q2 		$259K Buy
4,333
+167
+4% +$8.94K ﹤0.01% 1196
2025
Q1 		$215K Sell
4,166
-3,519
-46% -$202K ﹤0.01% 1491
2024
Q4 		$432K Buy
7,685
+3,473
+82% +$197K ﹤0.01% 1158
2024
Q3 		$240K Sell
4,212
-1,433
-25% -$78.4K ﹤0.01% 1909
2024
Q2 		$311K Sell
5,645
-331
-6% -$18.5K ﹤0.01% 1696
2024
Q1 		$350K Sell
5,976
-2,734
-31% -$155K ﹤0.01% 1503
2023
Q4 		$499K Sell
8,710
-14
-0.2% -$714 ﹤0.01% 1238
2023
Q3 		$439K Hold
8,724
– – ﹤0.01% 1250
2023
Q2 		$511K Sell
8,724
-469
-5% -$25.8K ﹤0.01% 1271
2023
Q1 		$503K Sell
9,193
-652
-7% -$34K 0.01% 489
2022
Q4 		$403K Sell
9,845
-1,171
-11% -$53.4K 0.01% 463
2022
Q3 		$456K Sell
11,016
-1,800
-14% -$85.1K 0.01% 537
2022
Q2 		$577K Buy
12,816
+2,650
+26% +$132K 0.01% 511
2022
Q1 		$592K Buy
10,166
+100
+1% +$6.09K 0.01% 550
2021
Q4 		$706K Buy
10,066
+240
+2% +$16.4K 0.01% 571
2021
Q3 		$633K Sell
9,826
-1,272
-11% -$84.5K 0.01% 535
2021
Q2 		$724K Buy
11,098
+561
+5% +$35.9K 0.01% 443
2021
Q1 		$669K Buy
10,537
+376
+4% +$24.7K 0.01% 393
2020
Q4 		$619K Buy
10,161
+4
+0% +$216 0.01% 344
2020
Q3 		$489K Buy
10,157
+512
+5% +$24K 0.01% 375
2020
Q2 		$419K Buy
9,645
+246
+3% +$9.78K 0.01% 373
2020
Q1 		$316K Buy
9,399
+1
+0% +$39 0.01% 373
2019
Q4 		$395K Buy
9,398
+5
+0.1% +$202 0.01% 352
2019
Q3 		$360K Sell
9,393
-300
-3% -$11.3K 0.01% 334
2019
Q2 		$387K Buy
9,693
+266
+3% +$10.4K 0.01% 288
2019
Q1 		$365K Hold
9,427
– – 0.01% 228
2018
Q4 		$307K Buy
+9,427
New +$341K 0.02% 163

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Cresset Asset Management's ROBO Position: Q2 2026 in Review

Cresset Asset Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.4% in Q2 2026, selling an estimated $6.16K and leaving 2,997 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Cresset Asset Management first reported a position in ROBO in Q4 2018 and has held it in 30 quarters since. The position peaked at $724K in Q2 2021. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Cresset Asset Management held 2,997 shares of ROBO Global Robotics & Automation Index ETF worth $257K as of Q2 2026.
  • Cresset Asset Management sold 75 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $6.16K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1461 holding.
  • Cresset Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $724K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.