Larson Financial Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Larson Financial Group’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	$20.5K	Hold	300	–	–	﹤0.01%	1830
2025 Q4	$20.8K	Hold	300	–	–	﹤0.01%	1701
2025 Q3	$19.7K	Hold	300	–	–	﹤0.01%	1656
2025 Q2	$17.9K	Hold	300	–	–	﹤0.01%	1538
2025 Q1	$15.5K	Buy	300 +142	+90%	+$8.14K	﹤0.01%	1458
2024 Q4	$8.89K	Hold	158	–	–	﹤0.01%	1523
2024 Q3	$9.02K	Hold	158	–	–	﹤0.01%	1515
2024 Q2	$8.71K	Buy	158 +145	+1,115%	+$8.08K	﹤0.01%	1302
2024 Q1	$762	Hold	13	–	–	﹤0.01%	1493
2023 Q4	$745	Hold	13	–	–	﹤0.01%	1522
2023 Q3	$655	Hold	13	–	–	﹤0.01%	1547
2023 Q2	$761	Hold	13	–	–	﹤0.01%	1401
2023 Q1	$711	Hold	13	–	–	﹤0.01%	1381
2022 Q4	$602	Buy	+13	New	+$593	﹤0.01%	1354

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

Larson Financial Group's ROBO Position: Q1 2026 in Review

Larson Financial Group held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 300 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Larson Financial Group first reported a position in ROBO in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.8K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Larson Financial Group held 300 shares of ROBO Global Robotics & Automation Index ETF worth $20.5K as of Q1 2026.
Larson Financial Group left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1830 holding.
Larson Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 14 quarters since.
Larson Financial Group's ROBO Global Robotics & Automation Index ETF position peaked at $20.8K in Q4 2025.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.