Greenwich Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Greenwich Wealth Management’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	$680K	Hold	7,939	–	–	0.02%	182
2026 Q1	$543K	Hold	7,939	–	–	0.02%	193
2025 Q4	$550K	Hold	7,939	–	–	0.02%	191
2025 Q3	$520K	Hold	7,939	–	–	0.03%	196
2025 Q2	$475K	Hold	7,939	–	–	0.02%	182
2025 Q1	$409K	Hold	7,939	–	–	0.03%	183
2024 Q4	$447K	Hold	7,939	–	–	0.03%	179
2024 Q3	$453K	Hold	7,939	–	–	0.03%	176
2024 Q2	$437K	Hold	7,939	–	–	0.03%	171
2024 Q1	$466K	Hold	7,939	–	–	0.04%	168
2023 Q4	$455K	Hold	7,939	–	–	0.04%	164
2023 Q3	$400K	Hold	7,939	–	–	0.04%	163
2023 Q2	$465K	Hold	7,939	–	–	0.05%	157
2023 Q1	$434K	Hold	7,939	–	–	0.05%	161
2022 Q4	$368K	Hold	7,939	–	–	0.04%	172
2022 Q3	$328K	Hold	7,939	–	–	0.04%	181
2022 Q2	$357K	Hold	7,939	–	–	0.05%	180
2022 Q1	$463K	Buy	7,939 +10	+0.1%	+$609	0.05%	168
2021 Q4	$556K	Hold	7,929	–	–	0.05%	154
2021 Q3	$511K	Hold	7,929	–	–	0.04%	153
2021 Q2	$517K	Hold	7,929	–	–	0.04%	143
2021 Q1	$504K	Buy	7,929 +11	+0.1%	+$724	0.04%	138
2020 Q4	$482K	Hold	7,918	–	–	0.04%	132
2020 Q3	$381K	Hold	7,918	–	–	0.07%	136
2020 Q2	$344K	Hold	7,918	–	–	0.07%	134
2020 Q1	$266K	Buy	7,918 +22	+0.3%	+$866	0.06%	138
2019 Q4	$332K	Hold	7,896	–	–	0.07%	148
2019 Q3	$303K	Hold	7,896	–	–	0.06%	150
2019 Q2	$315K	Hold	7,896	–	–	0.05%	150
2019 Q1	$306K	Buy	7,896 +20	+0.3%	+$739	0.05%	144
2018 Q4	$256K	Buy	7,876 +2,700	+52%	+$97.8K	0.05%	152
2018 Q3	$217K	Buy	+5,176	New	+$213K	0.04%	164

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

Greenwich Wealth Management's ROBO Position: Q2 2026 in Review

Greenwich Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 7,939 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #182.

Greenwich Wealth Management first reported a position in ROBO in Q3 2018 and has held it in 32 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Greenwich Wealth Management held 7,939 shares of ROBO Global Robotics & Automation Index ETF worth $680K as of Q2 2026.
Greenwich Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #182 holding.
Greenwich Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2018 and has held it in 32 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.