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James J. Burns & Company’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

James J. Burns & Company’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 		$1.06M Buy
12,395
+364
+3% +$29.9K 0.12% 71
2026
Q1 		$823K Buy
12,031
+1,118
+10% +$82.1K 0.11% 74
2025
Q4 		$756K Buy
10,913
+1,056
+11% +$72.2K 0.1% 80
2025
Q3 		$646K Buy
9,857
+379
+4% +$24K 0.1% 83
2025
Q2 		$567K Sell
9,478
-1,094
-10% -$58.6K 0.09% 83
2025
Q1 		$544K Buy
10,572
+855
+9% +$49K 0.1% 83
2024
Q4 		$546K Buy
9,717
+656
+7% +$37.3K 0.09% 82
2024
Q3 		$518K Buy
9,061
+1,145
+14% +$62.6K 0.09% 78
2024
Q2 		$436K Buy
+7,916
New +$441K 0.09% 82
2024
Q1 		– Sell
-7,013
Closed -$402K – 113
2023
Q4 		$402K Buy
7,013
+365
+5% +$18.6K 0.1% 80
2023
Q3 		$335K Buy
6,648
+195
+3% +$10.7K 0.09% 79
2023
Q2 		$379K Buy
6,453
+174
+3% +$9.56K 0.1% 82
2023
Q1 		$344K Buy
+6,279
New +$328K 0.09% 87

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

James J. Burns & Company's ROBO Position: Q2 2026 in Review

James J. Burns & Company increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3% in Q2 2026, buying an estimated $29.9K and bringing the position to 12,395 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #71.

James J. Burns & Company first reported a position in ROBO in Q1 2023 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • James J. Burns & Company held 12,395 shares of ROBO Global Robotics & Automation Index ETF worth $1.06M as of Q2 2026.
  • James J. Burns & Company bought 364 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $29.9K.
  • ROBO Global Robotics & Automation Index ETF made up 0.12% of James J. Burns & Company's portfolio in Q2 2026, its #71 holding.
  • James J. Burns & Company first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.