Pinnacle Wealth Management Advisory Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Hold	4,550	–	–	0.02%	465
2026 Q1	$210K	Hold	4,550	–	–	0.01%	503
2025 Q4	$236K	Buy	+4,550	New	+$243K	0.02%	467

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 4,550 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #465.

Pinnacle Wealth Management Advisory Group first reported a position in ROBT in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 4,550 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $256K as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #465 holding.
Pinnacle Wealth Management Advisory Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2025 and has held it in 3 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

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