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Pacific Sun Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Pacific Sun Financial’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 		$3.21M Sell
37,436
-263
-0.7% -$21.6K 1.32% 13
2026
Q1 		$2.58M Sell
37,699
-110
-0.3% -$8.08K 1.25% 13
2025
Q4 		$2.62M Sell
37,809
-206
-0.5% -$14.1K 1.26% 13
2025
Q3 		$2.49M Sell
38,015
-80
-0.2% -$5.06K 1.2% 15
2025
Q2 		$2.28M Sell
38,095
-399
-1% -$21.4K 1.19% 16
2025
Q1 		$1.98M Sell
38,494
-1,197
-3% -$68.6K 1.13% 19
2024
Q4 		$2.23M Sell
39,691
-618
-2% -$35.1K 1.22% 15
2024
Q3 		$2.3M Sell
40,309
-2,485
-6% -$136K 1.27% 15
2024
Q2 		$2.36M Sell
42,794
-790
-2% -$44K 1.39% 13
2024
Q1 		$2.56M Sell
43,584
-580
-1% -$32.8K 1.49% 13
2023
Q4 		$2.53M Sell
44,164
-870
-2% -$44.4K 1.6% 12
2023
Q3 		$2.27M Sell
45,034
-475
-1% -$26.1K 1.57% 11
2023
Q2 		$2.49M Buy
+45,509
New +$2.5M 1.67% 9
2022
Q4 		$2.12M Sell
45,734
-1,933
-4% -$88.2K 1.49% 13
2022
Q3 		$1.97M Sell
47,667
-990
-2% -$46.8K 1.38% 14
2022
Q2 		$2.19M Sell
48,657
-695
-1% -$34.7K 1.44% 14
2022
Q1 		$2.88M Buy
49,352
+3,205
+7% +$195K 1.58% 11
2021
Q4 		$3.23M Buy
46,147
+1,303
+3% +$89K 1.73% 8
2021
Q3 		$2.89M Buy
+44,844
New +$2.98M 1.66% 8
2020
Q3 		$1.81M Buy
37,564
+502
+1% +$23.5K 1.51% 13
2020
Q2 		$1.61M Sell
37,062
-673
-2% -$26.8K 1.45% 14
2020
Q1 		$1.27M Buy
37,735
+855
+2% +$33.6K 1.46% 17
2019
Q4 		$1.55M Sell
36,880
-530
-1% -$21.4K 1.37% 18
2019
Q3 		$1.44M Sell
37,410
-285
-0.8% -$10.8K 1.35% 18
2019
Q2 		$1.51M Buy
+37,695
New +$1.48M 1.44% 14
2018
Q2 		$1.47M Buy
35,972
+12,526
+53% +$519K 1.51% 17
2018
Q1 		$981K Buy
+23,446
New +$1.02M 1.3% 21

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

Pacific Sun Financial's ROBO Position: Q2 2026 in Review

Pacific Sun Financial reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.7% in Q2 2026, selling an estimated $21.6K and leaving 37,436 shares worth $3.21M. The position accounts for 1.32% of the portfolio, ranked #13.

Pacific Sun Financial first reported a position in ROBO in Q1 2018 and has held it in 27 quarters since. The position peaked at $3.23M in Q4 2021. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Pacific Sun Financial held 37,436 shares of ROBO Global Robotics & Automation Index ETF worth $3.21M as of Q2 2026.
  • Pacific Sun Financial sold 263 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $21.6K.
  • ROBO Global Robotics & Automation Index ETF made up 1.32% of Pacific Sun Financial's portfolio in Q2 2026, its #13 holding.
  • Pacific Sun Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 27 quarters since.
  • Pacific Sun Financial's ROBO Global Robotics & Automation Index ETF position peaked at $3.23M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.