Guardian Wealth Advisors (North Carolina)’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-5	Closed	-$231	–	543
2026 Q1	$231	Buy	+5	New	+$255	﹤0.01%	606
2025 Q3	–	Sell	-5	Closed	-$242	–	499
2025 Q2	$242	Hold	5	–	–	﹤0.01%	545
2025 Q1	$203	Hold	5	–	–	﹤0.01%	525
2024 Q4	$225	Hold	5	–	–	﹤0.01%	509
2024 Q3	$219	Sell	5 -175	-97%	-$7.38K	﹤0.01%	446
2024 Q2	$7.62K	Hold	180	–	–	﹤0.01%	377
2024 Q1	$8.14K	Hold	180	–	–	﹤0.01%	393
2023 Q4	$8.2K	Hold	180	–	–	﹤0.01%	387
2023 Q3	$7.29K	Buy	180 +175	+3,500%	+$7.62K	﹤0.01%	367
2023 Q2	$228	Hold	5	–	–	﹤0.01%	411
2023 Q1	$213	Hold	5	–	–	﹤0.01%	409
2022 Q4	$179	Hold	5	–	–	﹤0.01%	374
2022 Q3	$0	Hold	5	–	–	﹤0.01%	364
2022 Q2	$0	Buy	+5	New	+$205	﹤0.01%	380

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

Guardian Wealth Advisors (North Carolina)'s ROBT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026, closing a stake of 5 shares — an estimated $231 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ROBT in Q2 2022 and held it in 14 quarters. The position peaked at $8.2K in Q4 2023. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 5 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $231.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $8.2K in Q4 2023.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.