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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
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
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
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

M3 Advisory Group's ROBO Position: Q1 2026 in Review

M3 Advisory Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3.4% in Q1 2026, buying an estimated $9.84K and bringing the position to 4,052 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #102.

M3 Advisory Group first reported a position in ROBO in Q2 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • M3 Advisory Group held 4,052 shares of ROBO Global Robotics & Automation Index ETF worth $277K as of Q1 2026.
  • M3 Advisory Group bought 134 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $9.84K.
  • ROBO Global Robotics & Automation Index ETF made up 0.17% of M3 Advisory Group's portfolio in Q1 2026, its #102 holding.
  • M3 Advisory Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.