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Purpose Unlimited Inc’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Purpose Unlimited Inc’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
Q1 		$1.55M Sell
22,583
-17
-0.1% -$1.25K 0.06% 103
2025
Q4 		$1.57M Buy
+22,600
New +$1.55M 0.07% 97

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Purpose Unlimited Inc's ROBO Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.08% in Q1 2026, selling an estimated $1.25K and leaving 22,583 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #103.

Purpose Unlimited Inc first reported a position in ROBO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Purpose Unlimited Inc held 22,583 shares of ROBO Global Robotics & Automation Index ETF worth $1.55M as of Q1 2026.
  • Purpose Unlimited Inc sold 17 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $1.25K.
  • ROBO Global Robotics & Automation Index ETF made up 0.06% of Purpose Unlimited Inc's portfolio in Q1 2026, its #103 holding.
  • Purpose Unlimited Inc first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's ROBO Global Robotics & Automation Index ETF position peaked at $1.57M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.