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Milestones Private Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Milestones Private Investment Advisors’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 		– Sell
-7,312
Closed -$507K – 106
2025
Q4 		$507K Buy
7,312
+7
+0.1% +$479 0.35% 71
2025
Q3 		$479K Hold
7,305
– – 0.33% 73
2025
Q2 		$437K Buy
+7,305
New +$391K 0.32% 74

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Milestones Private Investment Advisors's ROBO Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 7,312 shares — an estimated $507K sold.

Milestones Private Investment Advisors first reported a position in ROBO in Q2 2025 and held it in 3 quarters. The position peaked at $507K in Q4 2025. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 7,312 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $507K.
  • Milestones Private Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $507K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.