EWP
ROBT icon

Elevation Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Elevation Wealth Partners’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30K Hold
507
– – 0.01% 546
2026
Q2 		$28.5K Hold
507
– – 0.01% 471
2026
Q1 		$23.4K Hold
507
– – 0.01% 349
2025
Q4 		$26.3K Hold
507
– – 0.01% 319
2025
Q3 		$26.8K Hold
507
– – 0.01% 302
2025
Q2 		$24.5K Sell
507
-588
-54% -$25.4K 0.01% 305
2025
Q1 		$44.5K Hold
1,095
– – 0.02% 239
2024
Q4 		$49.3K Buy
+1,095
New +$49.7K 0.02% 231

Other funds holding ROBT

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's ROBT Position: Q3 2026 in Review

Elevation Wealth Partners held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q3 2026 at 507 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #546.

Elevation Wealth Partners first reported a position in ROBT in Q4 2024 and has held it in 8 quarters since. The position peaked at $49.3K in Q4 2024. 7 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Elevation Wealth Partners held 507 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $30K as of Q3 2026.
  • Elevation Wealth Partners left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q3 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #546 holding.
  • Elevation Wealth Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 8 quarters since.
  • Elevation Wealth Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $49.3K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.