Financial Freedom LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Freedom LLC’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	$613K	Hold	7,151	–	–	0.28%	59
2026 Q1	$489K	Buy	7,151 +154	+2%	+$11.3K	0.24%	65
2025 Q4	$485K	Hold	6,997	–	–	0.24%	65
2025 Q3	$459K	Buy	6,997 +1	+0%	+$63	0.23%	71
2025 Q2	$418K	Sell	6,996 -1	-0%	-$54	0.23%	70
2025 Q1	$360K	Sell	6,997 -1,135	-14%	-$65.1K	0.21%	72
2024 Q4	$457K	Sell	8,132 -95	-1%	-$5.4K	0.24%	63
2024 Q3	$469K	Hold	8,227	–	–	0.25%	66
2024 Q2	$453K	Hold	8,227	–	–	0.26%	64
2024 Q1	$482K	Sell	8,227 -433	-5%	-$24.5K	0.29%	59
2023 Q4	$496K	Buy	8,660 +3	+0%	+$153	0.32%	57
2023 Q3	$436K	Buy	8,657 +46	+0.5%	+$2.52K	0.31%	55
2023 Q2	$504K	Buy	8,611 +2,813	+49%	+$155K	0.35%	52
2023 Q1	$317K	Buy	5,798 +2,597	+81%	+$135K	0.23%	63
2022 Q4	$148K	Buy	+3,201	New	+$146K	0.1%	92

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

Financial Freedom LLC's ROBO Position: Q2 2026 in Review

Financial Freedom LLC held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 7,151 shares worth $613K. The position accounts for 0.28% of the portfolio, ranked #59.

Financial Freedom LLC first reported a position in ROBO in Q4 2022 and has held it in 15 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Financial Freedom LLC held 7,151 shares of ROBO Global Robotics & Automation Index ETF worth $613K as of Q2 2026.
Financial Freedom LLC left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.28% of Financial Freedom LLC's portfolio in Q2 2026, its #59 holding.
Financial Freedom LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 15 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.