GSEP
ROBO icon

Golden State Equity Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Golden State Equity 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 		– Sell
-5
Closed -$342 – 1450
2026
Q1 		$342 Buy
+5
New +$367 ﹤0.01% 1922

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

Golden State Equity Partners's ROBO Position: Q2 2026 in Review

Golden State Equity Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 5 shares — an estimated $342 sold.

Golden State Equity Partners first reported a position in ROBO in Q1 2026 and held it in 1 quarter. The position peaked at $342 in Q1 2026. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Golden State Equity Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 5 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $342.
  • Golden State Equity Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's ROBO Global Robotics & Automation Index ETF position peaked at $342 in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.