Kingsview Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kingsview Wealth Management’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	$229K	Sell	3,346 -883	-21%	-$64.9K	﹤0.01%	1198
2025 Q4	$293K	Buy	4,229 +1,129	+36%	+$77.2K	﹤0.01%	1028
2025 Q3	$203K	Buy	+3,100	New	+$196K	﹤0.01%	1139
2023 Q4	–	Sell	-4,060	Closed	-$204K	–	1015
2023 Q3	$204K	Sell	4,060 -42,109	-91%	-$2.31M	0.01%	883
2023 Q2	$2.7M	Buy	46,169 +5,643	+14%	+$310K	0.11%	199
2023 Q1	$2.22M	Buy	+40,526	New	+$2.11M	0.09%	223
2022 Q1	–	Sell	-3,237	Closed	-$227K	–	993
2021 Q4	$227K	Buy	+3,237	New	+$221K	0.01%	827
2018 Q2	–	Sell	-5,575	Closed	-$233K	–	407
2018 Q1	$233K	Buy	+5,575	New	+$242K	0.06%	284

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Kingsview Wealth Management's ROBO Position: Q1 2026 in Review

Kingsview Wealth Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 21% in Q1 2026, selling an estimated $64.9K and leaving 3,346 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Kingsview Wealth Management first reported a position in ROBO in Q1 2018 and has held it in 8 quarters since. The position peaked at $2.7M in Q2 2023. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Kingsview Wealth Management held 3,346 shares of ROBO Global Robotics & Automation Index ETF worth $229K as of Q1 2026.
Kingsview Wealth Management sold 883 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $64.9K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1198 holding.
Kingsview Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 8 quarters since.
Kingsview Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.7M in Q2 2023.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.