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Graney & King’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Graney & King’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 		$65.2K Hold
1,159
– – 0.02% 138
2026
Q1 		$53.5K Hold
1,159
– – 0.03% 137
2025
Q4 		$60.1K Sell
1,159
-1,159
-50% -$61.8K 0.04% 119
2025
Q3 		$123K Hold
2,318
– – 0.08% 81
2025
Q2 		$112K Hold
2,318
– – 0.08% 83
2025
Q1 		$94.3K Hold
2,318
– – 0.07% 83
2024
Q4 		$104K Buy
+2,318
New +$105K 0.08% 84

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

Graney & King's ROBT Position: Q2 2026 in Review

Graney & King held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 1,159 shares worth $65.2K. The position accounts for 0.02% of the portfolio, ranked #138.

Graney & King first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $123K in Q3 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Graney & King held 1,159 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $65.2K as of Q2 2026.
  • Graney & King 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 0.02% of Graney & King's portfolio in Q2 2026, its #138 holding.
  • Graney & King first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 7 quarters since.
  • Graney & King's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $123K 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 Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.