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L.J. Altfest & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

L.J. Altfest & Co’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 		– Sell
-2,980
Closed -$207K – 375
2025
Q4 		$207K Buy
+2,980
New +$204K 0.02% 319
2022
Q2 		– Sell
-3,644
Closed -$212K – 275
2022
Q1 		$212K Sell
3,644
-220
-6% -$13.4K 0.04% 244
2021
Q4 		$271K Sell
3,864
-21
-0.5% -$1.44K 0.05% 213
2021
Q3 		$250K Sell
3,885
-2
-0.1% -$133 0.05% 230
2021
Q2 		$253K Hold
3,887
– – 0.05% 228
2021
Q1 		$247K Buy
3,887
+2
+0.1% +$132 0.06% 231
2020
Q4 		$237K Buy
+3,885
New +$210K 0.06% 229
2020
Q3 		– Sell
-6,530
Closed -$284K – 243
2020
Q2 		$284K Sell
6,530
-1,200
-16% -$47.7K 0.08% 165
2020
Q1 		$260K Sell
7,730
-7,626
-50% -$300K 0.08% 149
2019
Q4 		$645K Sell
15,356
-2,924
-16% -$118K 0.16% 89
2019
Q3 		$701K Sell
18,280
-11,528
-39% -$435K 0.18% 84
2019
Q2 		$1.19M Sell
29,808
-142,500
-83% -$5.59M 0.32% 53
2019
Q1 		$6.67M Buy
172,308
+5,110
+3% +$189K 1.62% 11
2018
Q4 		$5.44M Sell
167,198
-114,516
-41% -$4.15M 1.52% 11
2018
Q3 		$11.8M Sell
281,714
-3,389
-1% -$140K 3.43% 6
2018
Q2 		$11.4M Sell
285,103
-1,408
-0.5% -$58.3K 4.25% 3
2018
Q1 		$12M Buy
286,511
+188,298
+192% +$8.16M 5.17% 2
2017
Q4 		$4.06M Buy
+98,213
New +$3.98M 1.54% 10

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $187B AUM 21.7% 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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

L.J. Altfest & Co's ROBO Position: Q1 2026 in Review

L.J. Altfest & Co sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 2,980 shares — an estimated $207K sold.

L.J. Altfest & Co first reported a position in ROBO in Q4 2017 and held it in 18 quarters. The position peaked at $12M in Q1 2018. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • L.J. Altfest & Co reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,980 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $207K.
  • L.J. Altfest & Co first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 18 quarters.
  • L.J. Altfest & Co's ROBO Global Robotics & Automation Index ETF position peaked at $12M in Q1 2018.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.