IMG Wealth Management
ROBT icon

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

IMG 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
Q3 		$10.3K Sell
174
-51
-23% -$2.93K 0.01% 326
2026
Q2 		$12.7K Hold
225
– – 0.01% 287
2026
Q1 		$10.4K Hold
225
– – 0.01% 287
2025
Q4 		$11.7K Buy
225
+174
+341% +$9.28K 0.01% 301
2025
Q3 		$2.7K Sell
51
-39
-43% -$1.97K ﹤0.01% 421
2025
Q2 		$4.35K Hold
90
– – ﹤0.01% 362
2025
Q1 		$3.66K Hold
90
– – ﹤0.01% 250
2024
Q4 		$4.05K Buy
+90
New +$4.09K ﹤0.01% 211

Other funds holding ROBT

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Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

IMG Wealth Management's ROBT Position: Q3 2026 in Review

IMG Wealth Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 23% in Q3 2026, selling an estimated $2.93K and leaving 174 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #326.

IMG Wealth Management first reported a position in ROBT in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q2 2026. 110 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • IMG Wealth Management held 174 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $10.3K as of Q3 2026.
  • IMG Wealth Management sold 51 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $2.93K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #326 holding.
  • IMG Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $12.7K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.