Innovative Advisory Group, LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Innovative Advisory Group, LLC’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	-313	Closed	-$21.7K	–	182
2025 Q4	$21.7K	Sell	313 -1,299	-81%	-$88.8K	0.01%	93
2025 Q3	$106K	Sell	1,612 -220	-12%	-$13.9K	0.07%	54
2025 Q2	$110K	Sell	1,832 -62	-3%	-$3.32K	0.09%	46
2025 Q1	$97.5K	Sell	1,894 -20	-1%	-$1.15K	0.09%	41
2024 Q4	$108K	Buy	+1,914	New	+$109K	0.09%	44

Other funds holding ROBO

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

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 Milwaukee, Wisconsin $187B AUM 21.7% 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

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 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

Innovative Advisory Group, LLC's ROBO Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 313 shares — an estimated $21.7K sold.

Innovative Advisory Group, LLC first reported a position in ROBO in Q4 2024 and held it in 5 quarters. The position peaked at $110K in Q2 2025. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 313 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $21.7K.
Innovative Advisory Group, LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's ROBO Global Robotics & Automation Index ETF position peaked at $110K in Q2 2025.
267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.