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Prosperity Consulting Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Prosperity Consulting 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 		$741K Sell
8,655
-151
-2% -$12.4K 0.03% 320
2026
Q1 		$603K Buy
8,806
+250
+3% +$18.4K 0.03% 328
2025
Q4 		$593K Buy
8,556
+133
+2% +$9.1K 0.03% 333
2025
Q3 		$552K Sell
8,423
-90
-1% -$5.69K 0.03% 329
2025
Q2 		$509K Sell
8,513
-45
-0.5% -$2.41K 0.04% 305
2025
Q1 		$441K Sell
8,558
-100
-1% -$5.73K 0.03% 315
2024
Q4 		$487K Buy
8,658
+1,173
+16% +$66.7K 0.04% 318
2024
Q3 		$427K Buy
+7,485
New +$409K 0.03% 330

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

Prosperity Consulting Group's ROBO Position: Q2 2026 in Review

Prosperity Consulting Group reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.7% in Q2 2026, selling an estimated $12.4K and leaving 8,655 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #320.

Prosperity Consulting Group first reported a position in ROBO in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Prosperity Consulting Group held 8,655 shares of ROBO Global Robotics & Automation Index ETF worth $741K as of Q2 2026.
  • Prosperity Consulting Group sold 151 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $12.4K.
  • ROBO Global Robotics & Automation Index ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #320 holding.
  • Prosperity Consulting Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.