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Garton & Associates Financial Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-47
Closed -$3.27K – 576
2025
Q4 		$3.27K Buy
+47
New +$3.21K ﹤0.01% 1051

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Garton & Associates Financial Advisors's ROBO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 47 shares — an estimated $3.27K sold.

Garton & Associates Financial Advisors first reported a position in ROBO in Q4 2025 and held it in 1 quarter. The position peaked at $3.27K in Q4 2025. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 47 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $3.27K.
  • Garton & Associates Financial Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $3.27K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.