Financial Engines Advisors
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Financial Engines Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Engines Advisors’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 		$248K Sell
2,892
-635
-18% -$52.1K ﹤0.01% 519
2026
Q1 		$241K Sell
3,527
-390
-10% -$28.6K ﹤0.01% 494
2025
Q4 		$271K Buy
+3,917
New +$268K ﹤0.01% 482

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Financial Engines Advisors's ROBO Position: Q2 2026 in Review

Financial Engines Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 18% in Q2 2026, selling an estimated $52.1K and leaving 2,892 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Financial Engines Advisors first reported a position in ROBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Financial Engines Advisors held 2,892 shares of ROBO Global Robotics & Automation Index ETF worth $248K as of Q2 2026.
  • Financial Engines Advisors sold 635 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $52.1K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #519 holding.
  • Financial Engines Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Engines Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $271K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.