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

Mission 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 		$264K Buy
+3,078
New +$253K 0.22% 119
2025
Q1 		$211K Buy
+3,078
New +$176K 0.19% 137

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

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

Mission Financial Group opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 3,078 shares worth $264K. The stake represents 0.22% of the portfolio and ranks #119 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in ROBO as recently as Q1 2025.

Mission Financial Group first reported a position in ROBO in Q1 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Mission Financial Group held 3,078 shares of ROBO Global Robotics & Automation Index ETF worth $264K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Mission Financial Group position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.22% of Mission Financial Group's portfolio in Q2 2026, its #119 holding.
  • Mission Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.