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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
Q1 		$10.4K Hold
225
– – 0.01% 287
2025
Q4 		$11.7K Buy
225
+174
+341% +$9.29K 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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IMG Wealth Management's ROBT Position: Q1 2026 in Review

IMG Wealth Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q1 2026 at 225 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #287.

IMG Wealth Management first reported a position in ROBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.7K in Q4 2025. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • IMG Wealth Management held 225 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $10.4K as of Q1 2026.
  • IMG Wealth Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q1 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #287 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 6 quarters since.
  • IMG Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $11.7K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.