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

Downshift Financial’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	$41.6K	Buy	+486	New	+$39.9K	0.02%	175

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

Downshift Financial's ROBO Position: Q2 2026 in Review

Downshift Financial opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 486 shares worth $41.6K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings.

317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Downshift Financial held 486 shares of ROBO Global Robotics & Automation Index ETF worth $41.6K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Downshift Financial position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.02% of Downshift Financial's portfolio in Q2 2026, its #175 holding.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.