Focus Partners Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Focus Partners Wealth’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	$3.04M	Sell	35,488 -618	-2%	-$50.8K	﹤0.01%	1167
2026 Q1	$2.47M	Sell	36,106 -1,047	-3%	-$76.9K	﹤0.01%	1224
2025 Q4	$2.5M	Sell	37,153 -2,698	-7%	-$184K	﹤0.01%	1226
2025 Q3	$2.61M	Buy	39,851 +3,164	+9%	+$200K	﹤0.01%	938
2025 Q2	$2.19M	Sell	36,687 -206	-0.6%	-$11K	﹤0.01%	875
2025 Q1	$1.9M	Sell	36,893 -446	-1%	-$25.6K	﹤0.01%	860
2024 Q4	$2.1M	Buy	37,339 +29,108	+354%	+$1.65M	0.01%	823
2024 Q3	$470K	Sell	8,231 -69,321	-89%	-$3.79M	﹤0.01%	1172
2024 Q2	$4.27M	Buy	77,552 +36,682	+90%	+$2.05M	0.01%	521
2024 Q1	$2.4M	Buy	40,870 +30,769	+305%	+$1.74M	0.02%	447
2023 Q4	$579K	Buy	+10,101	New	+$516K	0.01%	551

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

Focus Partners Wealth's ROBO Position: Q2 2026 in Review

Focus Partners Wealth reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.7% in Q2 2026, selling an estimated $50.8K and leaving 35,488 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Focus Partners Wealth first reported a position in ROBO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.27M in Q2 2024. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Focus Partners Wealth held 35,488 shares of ROBO Global Robotics & Automation Index ETF worth $3.04M as of Q2 2026.
Focus Partners Wealth sold 618 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $50.8K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1167 holding.
Focus Partners Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's ROBO Global Robotics & Automation Index ETF position peaked at $4.27M in Q2 2024.
319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.