Ethos Financial Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Ethos Financial Group’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	$377K	Buy	4,403 +123	+3%	+$10.1K	0.03%	429
2026 Q1	$297K	Hold	4,280	–	–	0.02%	406
2025 Q4	$297K	Buy	4,280 +43	+1%	+$2.94K	0.02%	393
2025 Q3	$278K	Hold	4,237	–	–	0.02%	374
2025 Q2	$253K	Hold	4,237	–	–	0.02%	375
2025 Q1	$218K	Buy	+4,237	New	+$243K	0.02%	367

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

Ethos Financial Group's ROBO Position: Q2 2026 in Review

Ethos Financial Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,403 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #429.

Ethos Financial Group first reported a position in ROBO in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Ethos Financial Group held 4,403 shares of ROBO Global Robotics & Automation Index ETF worth $377K as of Q2 2026.
Ethos Financial Group bought 123 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $10.1K.
ROBO Global Robotics & Automation Index ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #429 holding.
Ethos Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.