PWMAG
ROBO icon

Pinnacle Wealth Management Advisory Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$689K Sell
10,074
-306
-3% -$22.5K 0.05% 221
2025
Q4 		$719K Hold
10,380
– – 0.05% 202
2025
Q3 		$681K Sell
10,380
-90
-0.9% -$5.69K 0.05% 188
2025
Q2 		$626K Sell
10,470
-3,844
-27% -$206K 0.05% 192
2025
Q1 		$737K Buy
14,314
+416
+3% +$23.8K 0.07% 163
2024
Q4 		$782K Sell
13,898
-534
-4% -$30.4K 0.07% 152
2024
Q3 		$824K Hold
14,432
– – 0.08% 147
2024
Q2 		$795K Sell
14,432
-197
-1% -$11K 0.08% 142
2024
Q1 		$858K Sell
14,629
-253
-2% -$14.3K 0.09% 138
2023
Q4 		$853K Buy
14,882
+882
+6% +$45K 0.1% 134
2023
Q3 		$705K Sell
14,000
-1,930
-12% -$106K 0.09% 136
2023
Q2 		$933K Buy
15,930
+1,665
+12% +$91.5K 0.12% 120
2023
Q1 		$781K Sell
14,265
-430
-3% -$22.4K 0.11% 139
2022
Q4 		$681K Sell
14,695
-65
-0.4% -$2.97K 0.1% 140
2022
Q3 		$610K Sell
14,760
-2,715
-16% -$128K 0.1% 138
2022
Q2 		$786K Buy
+17,475
New +$873K 0.13% 124

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return