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Financial Life Planners’s Richtech Robotics RR Stock Holding History

Financial Life Planners’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33K Buy
3,000
+1,000
+50% +$2.43K ﹤0.01% 256
2026
Q1 		$4.18K Buy
+2,000
New +$6.15K ﹤0.01% 275
2025
Q4 		– Sell
-2,000
Closed -$8.58K – 268
2025
Q3 		$8.58K Buy
+2,000
New +$5.26K 0.01% 254

Other funds holding RR

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Financial Life Planners's RR Position: Q2 2026 in Review

Financial Life Planners increased its Richtech Robotics (RR) stake by 50% in Q2 2026, buying an estimated $2.43K and bringing the position to 3,000 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Financial Life Planners first reported a position in RR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.58K in Q3 2025. 49 funds tracked by Wall St. Rank hold RR as of Q2 2026.

  • Financial Life Planners held 3,000 shares of Richtech Robotics worth $6.33K as of Q2 2026.
  • Financial Life Planners bought 1,000 Richtech Robotics shares in Q2 2026, an estimated $2.43K.
  • Richtech Robotics made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #256 holding.
  • Financial Life Planners first reported a position in Richtech Robotics in Q3 2025 and has held it in 3 quarters since.
  • Financial Life Planners's Richtech Robotics position peaked at $8.58K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.