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

Newbridge Financial Services 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	$25K	Hold	292	–	–	﹤0.01%	656
2026 Q1	$19.9K	Buy	292 +140	+92%	+$10.3K	﹤0.01%	644
2025 Q4	$10.5K	Buy	152 +1	+0.7%	+$68	﹤0.01%	771
2025 Q3	$9.89K	Hold	151	–	–	﹤0.01%	903
2025 Q2	$9.02K	Hold	151	–	–	﹤0.01%	916
2025 Q1	$7.77K	Hold	151	–	–	﹤0.01%	725
2024 Q4	$8.49K	Buy	+151	New	+$8.59K	﹤0.01%	767
2024 Q3	–	Sell	-150	Closed	-$8.27K	–	1013
2024 Q2	$8.27K	Hold	150	–	–	﹤0.01%	745
2024 Q1	$8.8K	Hold	150	–	–	﹤0.01%	801
2023 Q4	$8.6K	Hold	150	–	–	﹤0.01%	766
2023 Q3	$7.55K	Hold	150	–	–	﹤0.01%	877
2023 Q2	$8.78K	Hold	150	–	–	﹤0.01%	911
2023 Q1	$8.21K	Buy	+150	New	+$7.83K	﹤0.01%	949

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

Newbridge Financial Services Group's ROBO Position: Q2 2026 in Review

Newbridge Financial Services Group held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 292 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Newbridge Financial Services Group first reported a position in ROBO in Q1 2023 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Newbridge Financial Services Group held 292 shares of ROBO Global Robotics & Automation Index ETF worth $25K as of Q2 2026.
Newbridge Financial Services Group left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #656 holding.
Newbridge Financial Services Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and has held it in 13 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.