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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevation Wealth Partners's ROBT Position: Q2 2026 in Review

Elevation Wealth Partners held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 507 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #471.

Elevation Wealth Partners first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.3K in Q4 2024. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Elevation Wealth Partners held 507 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $28.5K as of Q2 2026.
  • Elevation Wealth Partners left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #471 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 7 quarters since.
  • Elevation Wealth Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $49.3K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.