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NVWM LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

NVWM 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 		$2.67K Hold
39
– – ﹤0.01% 426
2025
Q4 		$2.7K Hold
39
– – ﹤0.01% 429
2025
Q3 		$2.56K Buy
+39
New +$2.47K ﹤0.01% 403
2024
Q2 		– Sell
-29
Closed -$1.7K – 661
2024
Q1 		$1.7K Hold
29
– – ﹤0.01% 367
2023
Q4 		$1.66K Sell
29
-333
-92% -$17K ﹤0.01% 366
2023
Q3 		$18.2K Buy
362
+29
+9% +$1.59K 0.01% 285
2023
Q2 		$19.5K Hold
333
– – 0.01% 301
2023
Q1 		$18.2K Hold
333
– – 0.01% 308
2022
Q4 		$15.8K Hold
333
– – 0.01% 296
2022
Q3 		$14K Hold
333
– – 0.01% 308
2022
Q2 		$15K Hold
333
– – 0.01% 313
2022
Q1 		$19K Buy
+333
New +$20.3K 0.01% 324
2019
Q2 		– Sell
-150
Closed -$6K – 384
2019
Q1 		$6K Hold
150
– – ﹤0.01% 277
2018
Q4 		$5K Hold
150
– – ﹤0.01% 287
2018
Q3 		$6K Sell
150
-460
-75% -$18.9K ﹤0.01% 280
2018
Q2 		$24K Sell
610
-17,110
-97% -$708K 0.02% 209
2018
Q1 		$726K Buy
17,720
+681
+4% +$29.5K 0.53% 58
2017
Q4 		$704K Buy
+17,039
New +$691K 0.54% 59

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

NVWM LLC's ROBO Position: Q1 2026 in Review

NVWM LLC held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 39 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

NVWM LLC first reported a position in ROBO in Q4 2017 and has held it in 18 quarters since. The position peaked at $726K in Q1 2018. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • NVWM LLC held 39 shares of ROBO Global Robotics & Automation Index ETF worth $2.67K as of Q1 2026.
  • NVWM LLC left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of NVWM LLC's portfolio in Q1 2026, its #426 holding.
  • NVWM LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 18 quarters since.
  • NVWM LLC's ROBO Global Robotics & Automation Index ETF position peaked at $726K in Q1 2018.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.