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Duncker Streett & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Duncker Streett & Co’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 		$23.3K Hold
340
– – ﹤0.01% 383
2025
Q4 		$23.6K Hold
340
– – ﹤0.01% 376
2025
Q3 		$22.3K Hold
340
– – ﹤0.01% 383
2025
Q2 		$20.3K Buy
+340
New +$18.2K ﹤0.01% 388
2022
Q4 		– Sell
-410
Closed -$17K – 514
2022
Q3 		$17K Hold
410
– – ﹤0.01% 370
2022
Q2 		$18K Hold
410
– – ﹤0.01% 375
2022
Q1 		$24K Hold
410
– – ﹤0.01% 366
2021
Q4 		$29K Hold
410
– – 0.01% 380
2021
Q3 		$26K Sell
410
-400
-49% -$26.6K ﹤0.01% 386
2021
Q2 		$53K Sell
810
-100
-11% -$6.41K 0.01% 338
2021
Q1 		$58K Hold
910
– – 0.01% 324
2020
Q4 		$55K Buy
910
+160
+21% +$8.66K 0.01% 329
2020
Q3 		$36K Hold
750
– – 0.01% 343
2020
Q2 		$33K Sell
750
-60
-7% -$2.38K 0.01% 348
2020
Q1 		$27K Hold
810
– – 0.01% 366
2019
Q4 		$34K Buy
+810
New +$32.6K 0.01% 384
2019
Q3 		– Sell
-725
Closed -$29K – 442
2019
Q2 		$29K Buy
725
+400
+123% +$15.7K 0.01% 415
2019
Q1 		$13K Buy
325
+75
+30% +$2.77K ﹤0.01% 484
2018
Q4 		$8K Hold
250
– – ﹤0.01% 503
2018
Q3 		$10K Hold
250
– – ﹤0.01% 513
2018
Q2 		$10K Sell
250
-658
-72% -$27.2K ﹤0.01% 517
2018
Q1 		$38K Buy
908
+658
+263% +$28.5K 0.01% 414
2017
Q4 		$10K Buy
+250
New +$10.1K ﹤0.01% 511

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

Duncker Streett & Co's ROBO Position: Q1 2026 in Review

Duncker Streett & Co held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 340 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Duncker Streett & Co first reported a position in ROBO in Q4 2017 and has held it in 23 quarters since. The position peaked at $58K in Q1 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Duncker Streett & Co held 340 shares of ROBO Global Robotics & Automation Index ETF worth $23.3K as of Q1 2026.
  • Duncker Streett & Co 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 Duncker Streett & Co's portfolio in Q1 2026, its #383 holding.
  • Duncker Streett & Co first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 23 quarters since.
  • Duncker Streett & Co's ROBO Global Robotics & Automation Index ETF position peaked at $58K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.