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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.73K Hold
20
– – ﹤0.01% 502
2026
Q1 		$1.38K Hold
20
– – ﹤0.01% 478
2025
Q4 		$1.4K Hold
20
– – ﹤0.01% 486
2025
Q3 		$1.32K Hold
20
– – ﹤0.01% 499
2025
Q2 		$1.2K Hold
20
– – ﹤0.01% 451
2025
Q1 		$1.04K Hold
20
– – ﹤0.01% 439
2024
Q4 		$1.13K Hold
20
– – ﹤0.01% 435
2024
Q3 		$1.14K Hold
20
– – ﹤0.01% 339
2024
Q2 		$1.1K Hold
20
– – ﹤0.01% 329
2024
Q1 		$1.17K Hold
20
– – ﹤0.01% 321
2023
Q4 		$1.15K Buy
+20
New +$1.02K ﹤0.01% 294

Other funds holding ROBO

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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ROBO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 20 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ROBO in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 20 shares of ROBO Global Robotics & Automation Index ETF worth $1.73K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #502 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.