Pension & Wealth Management Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Pension & Wealth Management 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	$1.73K	Hold	20	–	–	﹤0.01%	502
2026 Q1	$1.38K	Hold	20	–	–	﹤0.01%	478
2025 Q4	$1.4K	Hold	20	–	–	﹤0.01%	486
2025 Q3	$1.32K	Hold	20	–	–	﹤0.01%	499
2025 Q2	$1.2K	Hold	20	–	–	﹤0.01%	451
2025 Q1	$1.04K	Hold	20	–	–	﹤0.01%	439
2024 Q4	$1.13K	Hold	20	–	–	﹤0.01%	435
2024 Q3	$1.14K	Hold	20	–	–	﹤0.01%	339
2024 Q2	$1.1K	Hold	20	–	–	﹤0.01%	329
2024 Q1	$1.17K	Hold	20	–	–	﹤0.01%	321
2023 Q4	$1.15K	Buy	+20	New	+$1.02K	﹤0.01%	294

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

Pension & Wealth Management Advisors's ROBO Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 20 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Pension & Wealth Management Advisors first reported a position in ROBO in Q4 2023 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Pension & Wealth Management Advisors held 20 shares of ROBO Global Robotics & Automation Index ETF worth $1.73K as of Q2 2026.
Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors's portfolio in Q2 2026, its #502 holding.
Pension & Wealth Management Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 11 quarters since.
304 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.