Principal Securities’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Principal Securities’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	$6.31M	Buy	73,646 +1,230	+2%	+$101K	0.08%	235
2026 Q1	$4.96M	Buy	72,416 +5,827	+9%	+$428K	0.07%	263
2025 Q4	$4.62M	Buy	66,589 +3,772	+6%	+$258K	0.07%	260
2025 Q3	$4.12M	Buy	62,817 +382	+0.6%	+$24.2K	0.07%	267
2025 Q2	$3.73M	Sell	62,435 -38,133	-38%	-$2.04M	0.07%	270
2025 Q1	$5.66M	Buy	100,568 +1,121	+1%	+$64.3K	0.13%	153
2024 Q4	$5.59M	Sell	99,447 -10,874	-10%	-$618K	0.13%	153
2024 Q3	$6.3M	Sell	110,321 -2,751	-2%	-$150K	0.15%	128
2024 Q2	$6.23M	Buy	113,072 +1,484	+1%	+$82.7K	0.17%	108
2024 Q1	$6.54M	Buy	111,588 +4,709	+4%	+$266K	0.2%	96
2023 Q4	$6.12M	Buy	+106,879	New	+$5.45M	0.23%	91

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

Principal Securities's ROBO Position: Q2 2026 in Review

Principal Securities increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.7% in Q2 2026, buying an estimated $101K and bringing the position to 73,646 shares worth $6.31M. The position accounts for 0.08% of the portfolio, ranked #235.

Principal Securities first reported a position in ROBO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.54M in Q1 2024. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Principal Securities held 73,646 shares of ROBO Global Robotics & Automation Index ETF worth $6.31M as of Q2 2026.
Principal Securities bought 1,230 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $101K.
ROBO Global Robotics & Automation Index ETF made up 0.08% of Principal Securities's portfolio in Q2 2026, its #235 holding.
Principal Securities first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's ROBO Global Robotics & Automation Index ETF position peaked at $6.54M in Q1 2024.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.