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Kestra Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kestra Advisory Services’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 		$2.54M Buy
29,661
+830
+3% +$68.2K 0.01% 1200
2026
Q1 		$1.97M Buy
28,831
+14,138
+96% +$1.04M 0.01% 1311
2025
Q4 		$1.02M Buy
14,693
+2,926
+25% +$200K ﹤0.01% 1640
2025
Q3 		$771K Sell
11,767
-1,681
-13% -$106K ﹤0.01% 1767
2025
Q2 		$804K Buy
13,448
+2,189
+19% +$117K ﹤0.01% 1632
2025
Q1 		$580K Sell
11,259
-57
-0.5% -$3.27K ﹤0.01% 1715
2024
Q4 		$637K Sell
11,316
-2,792
-20% -$159K ﹤0.01% 1708
2024
Q3 		$805K Sell
14,108
-3,044
-18% -$167K ﹤0.01% 1461
2024
Q2 		$774K Buy
17,152
+2,329
+16% +$130K ﹤0.01% 1484
2024
Q1 		$869K Buy
14,823
+690
+5% +$39K 0.01% 1324
2023
Q4 		$810K Buy
14,133
+1,910
+16% +$97.5K 0.01% 1234
2023
Q3 		$616K Buy
12,223
+306
+3% +$16.8K 0.01% 1255
2023
Q2 		$698K Buy
11,917
+187
+2% +$10.3K 0.01% 1150
2023
Q1 		$642K Sell
11,730
-49
-0.4% -$2.56K 0.01% 1151
2022
Q4 		$546K Sell
11,779
-3,105
-21% -$142K ﹤0.01% 1364
2022
Q3 		$615K Buy
14,884
+2,217
+18% +$105K 0.01% 1202
2022
Q2 		$569K Sell
12,667
-13,052
-51% -$652K 0.01% 1251
2022
Q1 		$1.5M Buy
25,719
+1,976
+8% +$120K 0.02% 781
2021
Q4 		$1.67M Buy
23,743
+1,144
+5% +$78.2K 0.02% 762
2021
Q3 		$1.46M Buy
22,599
+1,905
+9% +$127K 0.01% 833
2021
Q2 		$1.35M Buy
20,694
+8,644
+72% +$554K 0.02% 800
2021
Q1 		$765K Sell
12,050
-5,659
-32% -$372K 0.01% 988
2020
Q4 		$1.08M Buy
17,709
+4,400
+33% +$238K 0.01% 838
2020
Q3 		$641K Buy
+13,309
New +$623K 0.01% 779

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

Kestra Advisory Services's ROBO Position: Q2 2026 in Review

Kestra Advisory Services increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.9% in Q2 2026, buying an estimated $68.2K and bringing the position to 29,661 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #1200.

Kestra Advisory Services first reported a position in ROBO in Q3 2020 and has held it in 24 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Kestra Advisory Services held 29,661 shares of ROBO Global Robotics & Automation Index ETF worth $2.54M as of Q2 2026.
  • Kestra Advisory Services bought 830 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $68.2K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1200 holding.
  • Kestra Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.