Lido Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Lido 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	$491K	Sell	5,737 -14,468	-72%	-$1.19M	﹤0.01%	1488
2026 Q1	$1.38M	Sell	20,205 -2,491	-11%	-$183K	﹤0.01%	832
2025 Q4	$1.57M	Buy	+22,696	New	+$1.55M	﹤0.01%	805
2022 Q1	–	Sell	-3,991	Closed	-$279K	–	1081
2021 Q4	$279K	Buy	+3,991	New	+$273K	﹤0.01%	835

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

Lido Advisors's ROBO Position: Q2 2026 in Review

Lido Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 72% in Q2 2026, selling an estimated $1.19M and leaving 5,737 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Lido Advisors first reported a position in ROBO in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.57M in Q4 2025. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Lido Advisors held 5,737 shares of ROBO Global Robotics & Automation Index ETF worth $491K as of Q2 2026.
Lido Advisors sold 14,468 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $1.19M.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1488 holding.
Lido Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 4 quarters since.
Lido Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $1.57M in Q4 2025.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.