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

Global Retirement Partners’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 		$46.9K Buy
+548
New +$45K ﹤0.01% 2559
2025
Q4 		$13.9K Buy
201
+1
+0.5% +$68 ﹤0.01% 3032
2025
Q3 		$13.1K Buy
+200
New +$12.7K ﹤0.01% 2583
2024
Q3 		– Sell
-201
Closed -$11.1K – 3616
2024
Q2 		$11.1K Sell
201
-25
-11% -$1.39K ﹤0.01% 2279
2024
Q1 		$13.2K Buy
226
+25
+12% +$1.41K ﹤0.01% 1992
2023
Q4 		$11.1K Hold
201
– – ﹤0.01% 2038
2023
Q3 		$9.88K Hold
201
– – ﹤0.01% 1962
2023
Q2 		$11.8K Hold
201
– – ﹤0.01% 1906
2023
Q1 		$10.7K Sell
201
-3,510
-95% -$183K ﹤0.01% 1898
2022
Q4 		$172K Hold
3,711
– – 0.01% 639
2022
Q3 		$164K Hold
3,711
– – 0.01% 629
2022
Q2 		$167K Hold
3,711
– – 0.01% 602
2022
Q1 		$178K Buy
+3,711
New +$226K 0.01% 583
2021
Q4 		– Sell
-3,710
Closed -$239K – 1457
2021
Q3 		$239K Hold
3,710
– – 0.02% 435
2021
Q2 		$242K Sell
3,710
-75
-2% -$4.8K 0.02% 419
2021
Q1 		$240K Hold
3,785
– – 0.03% 386
2020
Q4 		$230K Sell
3,785
-475
-11% -$25.7K 0.03% 378
2020
Q3 		$205K Buy
4,260
+150
+4% +$7.02K 0.03% 358
2020
Q2 		$179K Sell
4,110
-407
-9% -$16.2K 0.03% 374
2020
Q1 		$152K Buy
4,517
+345
+8% +$13.6K 0.03% 369
2019
Q4 		$175K Sell
4,172
-259
-6% -$10.4K 0.03% 389
2019
Q3 		$170K Sell
4,431
-1,707
-28% -$64.5K 0.03% 389
2019
Q2 		$245K Sell
6,138
-14
-0.2% -$549 0.05% 312
2019
Q1 		$238K Sell
6,152
-421
-6% -$15.5K 0.06% 268
2018
Q4 		$214K Sell
6,573
-5,087
-44% -$184K 0.05% 271
2018
Q3 		$488K Sell
11,660
-4,236
-27% -$174K 0.11% 172
2018
Q2 		$636K Buy
15,896
+3,792
+31% +$157K 0.16% 128
2018
Q1 		$506K Buy
12,104
+5,689
+89% +$246K 0.14% 158
2017
Q4 		$265K Buy
6,415
+6,075
+1,787% +$246K 0.07% 229
2017
Q3 		$13K Buy
+340
New +$12.4K 0.01% 748

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 $1.66B AUM 13.15% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Global Retirement Partners's ROBO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 548 shares worth $46.9K. The stake represents ﹤0.01% of the portfolio and ranks #2559 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ROBO as recently as Q4 2025.

Global Retirement Partners first reported a position in ROBO in Q3 2017 and has held it in 30 quarters since. The position peaked at $636K in Q2 2018. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Global Retirement Partners held 548 shares of ROBO Global Robotics & Automation Index ETF worth $46.9K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Global Retirement Partners position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2559 holding.
  • Global Retirement Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's ROBO Global Robotics & Automation Index ETF position peaked at $636K in Q2 2018.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.