OIA
ROBO icon

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

OneDigital 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 		$2.55M Sell
29,730
-364
-1% -$29.9K 0.02% 440
2026
Q1 		$2.06M Sell
30,094
-1,072
-3% -$78.7K 0.02% 470
2025
Q4 		$2.16M Sell
31,166
-14,828
-32% -$1.01M 0.02% 439
2025
Q3 		$3.02M Hold
45,994
– – 0.03% 341
2025
Q2 		$2.75M Sell
45,994
-2,125
-4% -$114K 0.03% 346
2025
Q1 		$2.48M Sell
48,119
-38,298
-44% -$2.2M 0.03% 353
2024
Q4 		$4.86M Sell
86,417
-39,096
-31% -$2.22M 0.06% 245
2024
Q3 		$7.16M Sell
125,513
-4,141
-3% -$227K 0.08% 193
2024
Q2 		$7.14M Buy
129,654
+98,853
+321% +$5.51M 0.09% 180
2024
Q1 		$1.81M Buy
30,801
+19
+0.1% +$1.07K 0.03% 361
2023
Q4 		$1.76M Sell
30,782
-1,003
-3% -$51.2K 0.03% 337
2023
Q3 		$1.6M Buy
31,785
+916
+3% +$50.3K 0.03% 322
2023
Q2 		$1.81M Sell
30,869
-555
-2% -$30.5K 0.04% 294
2023
Q1 		$1.72M Buy
31,424
+12,854
+69% +$671K 0.04% 297
2022
Q4 		$860K Buy
+18,570
New +$847K 0.02% 388

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

OneDigital Investment Advisors's ROBO Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.2% in Q2 2026, selling an estimated $29.9K and leaving 29,730 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #440.

OneDigital Investment Advisors first reported a position in ROBO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.16M in Q3 2024. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • OneDigital Investment Advisors held 29,730 shares of ROBO Global Robotics & Automation Index ETF worth $2.55M as of Q2 2026.
  • OneDigital Investment Advisors sold 364 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $29.9K.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #440 holding.
  • OneDigital Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $7.16M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.