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

Merit Financial 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	$220K	Buy	+2,563	New	+$210K	﹤0.01%	2046

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Hyposwiss Advisors Geneva $106M AUM

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Merit Financial Group's ROBO Position: Q2 2026 in Review

Merit Financial Group opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,563 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings.

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

Merit Financial Group held 2,563 shares of ROBO Global Robotics & Automation Index ETF worth $220K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Merit Financial Group position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2046 holding.
56 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

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