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IronBridge Private Wealth’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

IronBridge Private Wealth’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
Q2 		$3.56M Buy
63,208
+25,245
+66% +$1.35M 1.17% 24
2026
Q1 		$1.75M Buy
+37,963
New +$1.94M 0.57% 34

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IronBridge Private Wealth's ROBT Position: Q2 2026 in Review

IronBridge Private Wealth increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 66% in Q2 2026, buying an estimated $1.35M and bringing the position to 63,208 shares worth $3.56M. The position accounts for 1.17% of the portfolio, ranked #24.

IronBridge Private Wealth first reported a position in ROBT in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • IronBridge Private Wealth held 63,208 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $3.56M as of Q2 2026.
  • IronBridge Private Wealth bought 25,245 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $1.35M.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 1.17% of IronBridge Private Wealth's portfolio in Q2 2026, its #24 holding.
  • IronBridge Private Wealth first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.