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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
Q2 		$888K Buy
10,369
+295
+3% +$24.2K 0.05% 193
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

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

Pinnacle Wealth Management Advisory Group's ROBO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.9% in Q2 2026, buying an estimated $24.2K and bringing the position to 10,369 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #193.

Pinnacle Wealth Management Advisory Group first reported a position in ROBO in Q2 2022 and has held it in 17 quarters since. The position peaked at $933K in Q2 2023. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 10,369 shares of ROBO Global Robotics & Automation Index ETF worth $888K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 295 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $24.2K.
  • ROBO Global Robotics & Automation Index ETF made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #193 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2022 and has held it in 17 quarters since.
  • Pinnacle Wealth Management Advisory Group's ROBO Global Robotics & Automation Index ETF position peaked at $933K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.