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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
Q2 		– Sell
-22,583
Closed -$1.55M – 641
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

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UBS Group
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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

Purpose Unlimited Inc's ROBO Position: Q2 2026 in Review

Purpose Unlimited Inc sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 22,583 shares — an estimated $1.55M sold.

Purpose Unlimited Inc first reported a position in ROBO in Q4 2025 and held it in 2 quarters. The position peaked at $1.57M in Q4 2025. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Purpose Unlimited Inc reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 22,583 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $1.55M.
  • Purpose Unlimited Inc first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and held it in 2 quarters.
  • Purpose Unlimited Inc's ROBO Global Robotics & Automation Index ETF position peaked at $1.57M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.