Morey & Quinn Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Sell	9,010 -100	-1%	-$5.33K	0.33%	72
2026 Q1	$421K	Sell	9,110 -20	-0.2%	-$1.02K	0.3%	84
2025 Q4	$474K	Sell	9,130 -361	-4%	-$19.3K	0.34%	73
2025 Q3	$502K	Hold	9,491	–	–	0.37%	67
2025 Q2	$458K	Sell	9,491 -636	-6%	-$27.4K	0.37%	70
2025 Q1	$412K	Sell	10,127 -24	-0.2%	-$1.09K	0.34%	73
2024 Q4	$457K	Buy	+10,151	New	+$461K	0.39%	66

Other funds holding ROBT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morey & Quinn Wealth Partners's ROBT Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 1.1% in Q2 2026, selling an estimated $5.33K and leaving 9,010 shares worth $507K. The position accounts for 0.33% of the portfolio, ranked #72.

Morey & Quinn Wealth Partners first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Morey & Quinn Wealth Partners held 9,010 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $507K as of Q2 2026.
Morey & Quinn Wealth Partners sold 100 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $5.33K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.33% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #72 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.