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Pinnacle Wealth Planning Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.9K Hold
229
– – ﹤0.01% 1975
2026
Q1 		$10.6K Hold
229
– – ﹤0.01% 1971
2025
Q4 		$11.9K Buy
+229
New +$12.2K ﹤0.01% 1943

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's ROBT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 229 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Pinnacle Wealth Planning Services 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 Planning Services held 229 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $12.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services 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 ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1975 holding.
  • Pinnacle Wealth Planning Services 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 Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.