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Forum Finance Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Forum Finance Group’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 		$334K Hold
4,825
– – 0.12% 121
2026
Q1 		$267K Buy
+4,825
New +$354K 0.14% 109

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Forum Finance Group's ROBO Position: Q2 2026 in Review

Forum Finance Group held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 4,825 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #121.

Forum Finance Group first reported a position in ROBO in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Forum Finance Group held 4,825 shares of ROBO Global Robotics & Automation Index ETF worth $334K as of Q2 2026.
  • Forum Finance Group left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.12% of Forum Finance Group's portfolio in Q2 2026, its #121 holding.
  • Forum Finance Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.