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Prime Capital Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Prime Capital Investment 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 		$246K Buy
+2,876
New +$236K ﹤0.01% 946
2025
Q2 		– Sell
-15,585
Closed -$803K – 1089
2025
Q1 		$803K Buy
+15,585
New +$893K 0.01% 550

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 $1.66B AUM 13.15% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Prime Capital Investment Advisors's ROBO Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,876 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in ROBO as recently as Q1 2025.

Prime Capital Investment Advisors first reported a position in ROBO in Q1 2025 and has held it in 2 quarters since. The position peaked at $803K in Q1 2025. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Prime Capital Investment Advisors held 2,876 shares of ROBO Global Robotics & Automation Index ETF worth $246K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Prime Capital Investment Advisors position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #946 holding.
  • Prime Capital Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and has held it in 2 quarters since.
  • Prime Capital Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $803K in Q1 2025.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.