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
Q2 		$620K Buy
7,241
+1,141
+19% +$93.7K ﹤0.01% 2250
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

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

Janney Montgomery Scott's ROBO Position: Q2 2026 in Review

Janney Montgomery Scott increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 19% in Q2 2026, buying an estimated $93.7K and bringing the position to 7,241 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Janney Montgomery Scott first reported a position in ROBO in Q2 2017 and has held it in 24 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Janney Montgomery Scott held 7,241 shares of ROBO Global Robotics & Automation Index ETF worth $620K as of Q2 2026.
  • Janney Montgomery Scott bought 1,141 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $93.7K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2250 holding.
  • Janney Montgomery Scott first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 24 quarters since.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.