Moneta Group Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Moneta Group 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 Q2	$2M	Buy	+23,360	New	+$1.92M	0.01%	298
2018 Q2	–	Sell	-390	Closed	-$16K	–	593
2018 Q1	$16K	Hold	390	–	–	﹤0.01%	423
2017 Q4	$16K	Buy	+390	New	+$15.8K	﹤0.01%	324
2015 Q4	–	Sell	-390	Closed	-$9K	–	350
2015 Q3	$9K	Buy	+390	New	+$9.4K	﹤0.01%	435

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Moneta Group Investment Advisors's ROBO Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 23,360 shares worth $2M. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in ROBO as recently as Q1 2018.

Moneta Group Investment Advisors first reported a position in ROBO in Q3 2015 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Moneta Group Investment Advisors held 23,360 shares of ROBO Global Robotics & Automation Index ETF worth $2M as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Moneta Group Investment Advisors position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #298 holding.
Moneta Group Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2015 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.