M3 Advisory Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

M3 Advisory 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 Q2	$351K	Buy	4,101 +49	+1%	+$4.02K	0.18%	94
2026 Q1	$277K	Buy	4,052 +134	+3%	+$9.84K	0.17%	102
2025 Q4	$272K	Buy	3,918 +193	+5%	+$13.2K	0.17%	101
2025 Q3	$244K	Buy	3,725 +173	+5%	+$10.9K	0.15%	123
2025 Q2	$212K	Buy	+3,552	New	+$190K	0.15%	137

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

M3 Advisory Group's ROBO Position: Q2 2026 in Review

M3 Advisory Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.2% in Q2 2026, buying an estimated $4.02K and bringing the position to 4,101 shares worth $351K. The position accounts for 0.18% of the portfolio, ranked #94.

M3 Advisory Group first reported a position in ROBO in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

M3 Advisory Group held 4,101 shares of ROBO Global Robotics & Automation Index ETF worth $351K as of Q2 2026.
M3 Advisory Group bought 49 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $4.02K.
ROBO Global Robotics & Automation Index ETF made up 0.18% of M3 Advisory Group's portfolio in Q2 2026, its #94 holding.
M3 Advisory Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.