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 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

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return