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Golden State Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Golden State Wealth Management’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Hold
2,700
– – 0.01% 470
2026
Q1 		$125K Sell
2,700
-382
-12% -$19.5K 0.01% 471
2025
Q4 		$160K Hold
3,082
– – 0.02% 417
2025
Q3 		$163K Buy
3,082
+370
+14% +$18.7K 0.02% 414
2025
Q2 		$131K Buy
2,712
+182
+7% +$7.85K 0.02% 428
2025
Q1 		$103K Hold
2,530
– – 0.02% 434
2024
Q4 		$114K Buy
+2,530
New +$115K 0.02% 409

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Golden State Wealth Management's ROBT Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 2,700 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #470.

Golden State Wealth Management first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $163K in Q3 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Golden State Wealth Management held 2,700 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $152K as of Q2 2026.
  • Golden State Wealth Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Golden State Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $163K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.