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Integrated Wealth Concepts’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Integrated Wealth Concepts’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 		$210K Buy
+3,064
New +$225K ﹤0.01% 2085

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

Integrated Wealth Concepts's ROBO Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026: 3,064 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings.

265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Integrated Wealth Concepts held 3,064 shares of ROBO Global Robotics & Automation Index ETF worth $210K as of Q1 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2085 holding.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

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