Fortis Group Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Fortis Group 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	$1.6M	Sell	18,691 -20	-0.1%	-$1.64K	0.26%	95
2026 Q1	$1.52M	Buy	18,711 +64	+0.3%	+$4.7K	0.25%	106
2025 Q4	$1.35M	Sell	18,647 -72	-0.4%	-$4.92K	0.23%	119
2025 Q3	$1.3M	Buy	18,719 +18,217	+3,629%	+$1.15M	0.22%	102
2025 Q2	$30K	Hold	502	–	–	0.01%	266
2025 Q1	$25.9K	Hold	502	–	–	0.01%	241
2024 Q4	$28.2K	Hold	502	–	–	0.01%	240
2024 Q3	$28.6K	Hold	502	–	–	0.01%	228
2024 Q2	$27.7K	Hold	502	–	–	0.01%	230
2024 Q1	$29.4K	Sell	502 -502	-50%	-$28.4K	0.01%	247
2023 Q4	$57.5K	Buy	1,004 +502	+100%	+$25.6K	0.01%	170
2023 Q3	$25.3K	Buy	+502	New	+$27.6K	0.01%	168

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

Fortis Group Advisors's ROBO Position: Q2 2026 in Review

Fortis Group Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.11% in Q2 2026, selling an estimated $1.64K and leaving 18,691 shares worth $1.6M. The position accounts for 0.26% of the portfolio, ranked #95.

Fortis Group Advisors first reported a position in ROBO in Q3 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Fortis Group Advisors held 18,691 shares of ROBO Global Robotics & Automation Index ETF worth $1.6M as of Q2 2026.
Fortis Group Advisors sold 20 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $1.64K.
ROBO Global Robotics & Automation Index ETF made up 0.26% of Fortis Group Advisors's portfolio in Q2 2026, its #95 holding.
Fortis Group Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 12 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.