Key Client Fiduciary Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Key Client Fiduciary Advisors’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	$231K	Buy	+2,700	New	+$222K	0.07%	200
2025 Q4	–	Sell	-4,620	Closed	-$303K	–	238
2025 Q3	$303K	Sell	4,620 -750	-14%	-$47.4K	0.1%	162
2025 Q2	$321K	Hold	5,370	–	–	0.13%	151
2025 Q1	$277K	Hold	5,370	–	–	0.13%	153
2024 Q4	$302K	Hold	5,370	–	–	0.13%	150
2024 Q3	$306K	Sell	5,370 -300	-5%	-$16.4K	0.14%	146
2024 Q2	$312K	Hold	5,670	–	–	0.16%	139
2024 Q1	$332K	Sell	5,670 -600	-10%	-$33.9K	0.18%	129
2023 Q4	$359K	Sell	6,270 -88	-1%	-$4.49K	0.21%	119
2023 Q3	$320K	Hold	6,358	–	–	0.2%	119
2023 Q2	$372K	Hold	6,358	–	–	0.22%	109
2023 Q1	$348K	Buy	6,358 +1,420	+29%	+$74.1K	0.22%	106
2022 Q4	$229K	Buy	+4,938	New	+$225K	0.15%	134

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Key Client Fiduciary Advisors's ROBO Position: Q2 2026 in Review

Key Client Fiduciary Advisors opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,700 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #200 among its holdings. This is a return to the name: Key Client Fiduciary Advisors previously reported a position in ROBO as recently as Q3 2025.

Key Client Fiduciary Advisors first reported a position in ROBO in Q4 2022 and has held it in 13 quarters since. The position peaked at $372K in Q2 2023. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Key Client Fiduciary Advisors held 2,700 shares of ROBO Global Robotics & Automation Index ETF worth $231K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Key Client Fiduciary Advisors position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #200 holding.
Key Client Fiduciary Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 13 quarters since.
Key Client Fiduciary Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $372K in Q2 2023.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.