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

LifeSteps Financial’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 		$2.57K Buy
+30
New +$2.46K ﹤0.01% 643

Other funds holding ROBO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM

LifeSteps Financial's ROBO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 30 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

116 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • LifeSteps Financial held 30 shares of ROBO Global Robotics & Automation Index ETF worth $2.57K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new LifeSteps Financial position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #643 holding.
  • 116 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.