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

Mariner’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	$695K	Buy	10,156 +1,448	+17%	+$106K	﹤0.01%	2242
2025 Q4	$604K	Sell	8,708 -667	-7%	-$45.6K	﹤0.01%	2324
2025 Q3	$615K	Buy	9,375 +5,466	+140%	+$346K	﹤0.01%	2266
2025 Q2	$234K	Sell	3,909 -16	-0.4%	-$856	﹤0.01%	2926
2025 Q1	$202K	Buy	+3,925	New	+$225K	﹤0.01%	3003
2024 Q2	–	Sell	-8,131	Closed	-$477K	–	3266
2024 Q1	$477K	Buy	8,131 +3,974	+96%	+$225K	﹤0.01%	2059
2023 Q4	$238K	Sell	4,157 -1,226	-23%	-$62.6K	﹤0.01%	2541
2023 Q3	$271K	Buy	+5,383	New	+$296K	﹤0.01%	2246
2023 Q2	–	Sell	-56,260	Closed	-$3.08M	–	2917
2023 Q1	$3.08M	Sell	56,260 -1,071	-2%	-$55.9K	0.01%	788
2022 Q4	$2.66M	Buy	+57,331	New	+$2.62M	0.01%	807

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

Mariner's ROBO Position: Q1 2026 in Review

Mariner increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 17% in Q1 2026, buying an estimated $106K and bringing the position to 10,156 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Mariner first reported a position in ROBO in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.08M in Q1 2023. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Mariner held 10,156 shares of ROBO Global Robotics & Automation Index ETF worth $695K as of Q1 2026.
Mariner bought 1,448 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $106K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2242 holding.
Mariner first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 10 quarters since.
Mariner's ROBO Global Robotics & Automation Index ETF position peaked at $3.08M in Q1 2023.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.