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 Q3	$40.4K	Sell	502 -18,189	-97%	-$1.47M	0.01%	289
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 $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Fortis Group Advisors's ROBO Position: Q3 2026 in Review

Fortis Group Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 97% in Q3 2026, selling an estimated $1.47M and leaving 502 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Fortis Group Advisors first reported a position in ROBO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.6M in Q2 2026. 266 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

Fortis Group Advisors held 502 shares of ROBO Global Robotics & Automation Index ETF worth $40.4K as of Q3 2026.
Fortis Group Advisors sold 18,189 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $1.47M.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #289 holding.
Fortis Group Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 13 quarters since.
Fortis Group Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $1.6M in Q2 2026.
266 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.