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

Granite Bay 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	$3.58M	Buy	63,541 +2,011	+3%	+$107K	0.33%	53
2026 Q1	$2.84M	Buy	61,530 +3,352	+6%	+$171K	0.6%	32
2025 Q4	$3.02M	Buy	58,178 +2,527	+5%	+$135K	0.73%	31
2025 Q3	$2.94M	Buy	+55,651	New	+$2.81M	0.77%	31

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Granite Bay Wealth Management's ROBT Position: Q2 2026 in Review

Granite Bay Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 3.3% in Q2 2026, buying an estimated $107K and bringing the position to 63,541 shares worth $3.58M. The position accounts for 0.33% of the portfolio, ranked #53.

Granite Bay Wealth Management first reported a position in ROBT in Q3 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Granite Bay Wealth Management held 63,541 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $3.58M as of Q2 2026.
Granite Bay Wealth Management bought 2,011 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $107K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.33% of Granite Bay Wealth Management's portfolio in Q2 2026, its #53 holding.
Granite Bay Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and has held it in 4 quarters since.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.