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IFP Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

IFP Advisors’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
Q1 		$91K Sell
1,330
-85
-6% -$6.24K ﹤0.01% 1905
2025
Q4 		$98.1K Buy
1,415
+979
+225% +$66.9K ﹤0.01% 1803
2025
Q3 		$28.6K Buy
436
+100
+30% +$6.33K ﹤0.01% 2389
2025
Q2 		$20.1K Sell
336
-600
-64% -$32.1K ﹤0.01% 2544
2025
Q1 		$48.2K Sell
936
-495
-35% -$28.4K ﹤0.01% 1910
2024
Q4 		$80.5K Hold
1,431
– – ﹤0.01% 1580
2024
Q3 		$81.7K Buy
1,431
+20
+1% +$1.09K ﹤0.01% 1495
2024
Q2 		$77.7K Buy
1,411
+100
+8% +$5.58K ﹤0.01% 1471
2024
Q1 		$76.9K Buy
1,311
+101
+8% +$5.71K ﹤0.01% 1400
2023
Q4 		$69.3K Buy
1,210
+500
+70% +$25.5K ﹤0.01% 1405
2023
Q3 		$35.8K Sell
710
-580
-45% -$31.8K ﹤0.01% 1697
2023
Q2 		$75.5K Sell
1,290
-11,985
-90% -$659K ﹤0.01% 1441
2023
Q1 		$554K Sell
13,275
-23,178
-64% -$1.21M 0.02% 571
2022
Q4 		$1.52M Sell
36,453
-137
-0.4% -$6.25K 0.04% 457
2022
Q3 		$1.52M Buy
36,590
+1,132
+3% +$53.5K 0.04% 492
2022
Q2 		$1.48M Hold
35,458
– – 0.05% 448
2022
Q1 		$1.48M Buy
35,458
+5,996
+20% +$365K 0.05% 448
2021
Q4 		$2.07M Buy
29,462
+1,007
+4% +$68.8K 0.04% 259
2021
Q3 		$1.83M Buy
28,455
+1,139
+4% +$75.7K 0.04% 279
2021
Q2 		$1.78M Buy
27,316
+384
+1% +$24.6K 0.04% 267
2021
Q1 		$1.71M Buy
26,932
+693
+3% +$45.6K 0.03% 257
2020
Q4 		$1.6M Buy
26,239
+1,197
+5% +$64.8K 0.06% 245
2020
Q3 		$1.21M Sell
25,042
-8
-0% -$374 0.07% 254
2020
Q2 		$1.08M Buy
25,050
+1,241
+5% +$49.3K 0.09% 245
2020
Q1 		$810K Buy
23,809
+1,845
+8% +$72.6K 0.08% 250
2019
Q4 		$927K Buy
21,964
+892
+4% +$36K 0.07% 298
2019
Q3 		$804K Buy
+21,072
New +$796K 0.05% 359
2019
Q1 		$28K Sell
717
-19,838
-97% -$733K ﹤0.01% 1197
2018
Q4 		$665K Sell
20,555
-3,614
-15% -$131K 0.04% 457
2018
Q3 		$1.01M Buy
24,169
+1,290
+6% +$53.1K 0.04% 424
2018
Q2 		$915K Sell
22,879
-398
-2% -$16.5K 0.04% 441
2018
Q1 		$962K Hold
23,277
– – 0.04% 406
2017
Q4 		$962K Buy
23,277
+1,186
+5% +$48.1K 0.04% 406
2017
Q3 		$854K Buy
22,091
+3,588
+19% +$131K 0.03% 494
2017
Q2 		$634K Buy
18,503
+17,883
+2,884% +$604K 0.03% 580
2017
Q1 		$20K Buy
620
+225
+57% +$6.98K ﹤0.01% 2518
2016
Q4 		$11K Buy
395
+295
+295% +$8.3K ﹤0.01% 2851
2016
Q3 		$3K Hold
100
– – ﹤0.01% 3479
2016
Q2 		$3K Sell
100
-617
-86% -$15.4K ﹤0.01% 3362
2016
Q1 		$28K Buy
717
+517
+259% +$11.7K ﹤0.01% 1197
2015
Q4 		$5K Buy
+200
New +$4.8K ﹤0.01% 2983

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

IFP Advisors's ROBO Position: Q1 2026 in Review

IFP Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 6% in Q1 2026, selling an estimated $6.24K and leaving 1,330 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

IFP Advisors first reported a position in ROBO in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.07M in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • IFP Advisors held 1,330 shares of ROBO Global Robotics & Automation Index ETF worth $91K as of Q1 2026.
  • IFP Advisors sold 85 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $6.24K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1905 holding.
  • IFP Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $2.07M in Q4 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.