Dynamic Advisor Solutions’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Dynamic Advisor Solutions’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	$219K	Buy	+2,558	New	+$210K	0.01%	969
2025 Q1	–	Sell	-3,976	Closed	-$224K	–	880
2024 Q4	$224K	Buy	3,976 +269	+7%	+$15.3K	0.01%	594
2024 Q3	$212K	Buy	3,707 +51	+1%	+$2.79K	0.01%	869
2024 Q2	$201K	Buy	3,656 +151	+4%	+$8.42K	0.01%	880
2024 Q1	$206K	Buy	+3,505	New	+$198K	0.01%	860
2020 Q1	–	Sell	-25,535	Closed	-$1.07M	–	574
2019 Q4	$1.07M	Buy	+25,535	New	+$1.03M	0.15%	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

Dynamic Advisor Solutions's ROBO Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,558 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in ROBO as recently as Q4 2024.

Dynamic Advisor Solutions first reported a position in ROBO in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2019. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Dynamic Advisor Solutions held 2,558 shares of ROBO Global Robotics & Automation Index ETF worth $219K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Dynamic Advisor Solutions position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #969 holding.
Dynamic Advisor Solutions first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and has held it in 6 quarters since.
Dynamic Advisor Solutions's ROBO Global Robotics & Automation Index ETF position peaked at $1.07M in Q4 2019.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.