Independent Advisor Alliance’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Independent Advisor Alliance’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	–	Sell	-17,318	Closed	-$1.19M	–	1505
2026 Q1	$1.19M	Buy	+17,318	New	+$1.27M	0.01%	747
2025 Q1	–	Sell	-17,590	Closed	-$990K	–	1251
2024 Q4	$990K	Buy	+17,590	New	+$1M	0.01%	730
2020 Q1	–	Sell	-14,435	Closed	-$606K	–	765
2019 Q4	$606K	Buy	+14,435	New	+$582K	0.03%	487

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

Independent Advisor Alliance's ROBO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 17,318 shares — an estimated $1.19M sold.

Independent Advisor Alliance first reported a position in ROBO in Q4 2019 and held it in 3 quarters. The position peaked at $1.19M in Q1 2026. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Independent Advisor Alliance reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 17,318 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $1.19M.
Independent Advisor Alliance first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's ROBO Global Robotics & Automation Index ETF position peaked at $1.19M in Q1 2026.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.