Janney Montgomery Scott
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Janney Montgomery Scott’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Janney Montgomery Scott’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 		$417K Buy
6,100
+295
+5% +$21.7K ﹤0.01% 2164
2025
Q4 		$402K Buy
5,805
+726
+14% +$49.6K ﹤0.01% 2359
2025
Q3 		$333K Buy
+5,079
New +$321K ﹤0.01% 2431
2022
Q4 		– Sell
-5,183
Closed -$214K – 2630
2022
Q3 		$214K Sell
5,183
-767
-13% -$36.3K ﹤0.01% 2242
2022
Q2 		$274K Sell
5,950
-37
-0.6% -$1.85K ﹤0.01% 1970
2022
Q1 		$349K Buy
5,987
+967
+19% +$58.9K ﹤0.01% 1819
2021
Q4 		$352K Buy
5,020
+2
+0% +$137 ﹤0.01% 1913
2021
Q3 		$323K Buy
5,018
+263
+6% +$17.5K ﹤0.01% 1922
2021
Q2 		$310K Sell
4,755
-111
-2% -$7.11K ﹤0.01% 1903
2021
Q1 		$309K Sell
4,866
-166
-3% -$10.9K ﹤0.01% 1839
2020
Q4 		$306K Buy
5,032
+437
+10% +$23.6K ﹤0.01% 1876
2020
Q3 		$221K Buy
+4,595
New +$215K ﹤0.01% 1860
2020
Q1 		– Sell
-7,694
Closed -$323K – 2057
2019
Q4 		$323K Buy
7,694
+2,175
+39% +$87.7K ﹤0.01% 1675
2019
Q3 		$212K Sell
5,519
-17
-0.3% -$642 ﹤0.01% 1867
2019
Q2 		$221K Sell
5,536
-44
-0.8% -$1.73K ﹤0.01% 1846
2019
Q1 		$216K Sell
5,580
-1,239
-18% -$45.8K ﹤0.01% 1828
2018
Q4 		$222K Sell
6,819
-1,624
-19% -$58.8K ﹤0.01% 1718
2018
Q3 		$353K Buy
8,443
+240
+3% +$9.88K ﹤0.01% 1607
2018
Q2 		$328K Buy
8,203
+633
+8% +$26.2K ﹤0.01% 1604
2018
Q1 		$317K Sell
7,570
-1,776
-19% -$76.9K ﹤0.01% 1582
2017
Q4 		$386K Buy
9,346
+1,050
+13% +$42.6K ﹤0.01% 1455
2017
Q3 		$321K Sell
8,296
-1,454
-15% -$52.9K ﹤0.01% 1469
2017
Q2 		$334K Buy
+9,750
New +$329K ﹤0.01% 1385

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

Janney Montgomery Scott's ROBO Position: Q1 2026 in Review

Janney Montgomery Scott increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 5.1% in Q1 2026, buying an estimated $21.7K and bringing the position to 6,100 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Janney Montgomery Scott first reported a position in ROBO in Q2 2017 and has held it in 23 quarters since. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Janney Montgomery Scott held 6,100 shares of ROBO Global Robotics & Automation Index ETF worth $417K as of Q1 2026.
  • Janney Montgomery Scott bought 295 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $21.7K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2164 holding.
  • Janney Montgomery Scott first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 23 quarters since.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.