Pursue Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Pursue Wealth Partners’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$277K	Sell	6,000 -6,676	-53%	-$340K	0.17%	84
2025 Q4	$657K	Buy	12,676 +6,676	+111%	+$356K	0.32%	56
2025 Q3	$317K	Hold	6,000	–	–	0.17%	81
2025 Q2	$290K	Hold	6,000	–	–	0.16%	87
2025 Q1	$244K	Hold	6,000	–	–	0.15%	101
2024 Q4	$270K	Hold	6,000	–	–	0.15%	92
2024 Q3	$263K	Hold	6,000	–	–	0.14%	95
2024 Q2	$254K	Sell	6,000 -5,000	-45%	-$214K	0.14%	92
2024 Q1	$498K	Hold	11,000	–	–	0.29%	63
2023 Q4	$501K	Hold	11,000	–	–	0.32%	56
2023 Q3	$446K	Hold	11,000	–	–	0.32%	59
2023 Q2	$502K	Buy	11,000 +5,000	+83%	+$214K	0.32%	63
2023 Q1	$256K	Hold	6,000	–	–	0.17%	91
2022 Q4	$214K	Hold	6,000	–	–	0.17%	92
2022 Q3	$202K	Sell	6,000 -1,500	-20%	-$58K	0.15%	101
2022 Q2	$279K	Sell	7,500 -8,000	-52%	-$328K	0.18%	89
2022 Q1	$707K	Hold	15,500	–	–	0.29%	68
2021 Q4	$854K	Buy	+15,500	New	+$854K	0.33%	64

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pursue Wealth Partners's ROBT Position: Q1 2026 in Review

Pursue Wealth Partners reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 53% in Q1 2026, selling an estimated $340K and leaving 6,000 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #84.

Pursue Wealth Partners first reported a position in ROBT in Q4 2021 and has held it in 18 quarters since. The position peaked at $854K in Q4 2021. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Pursue Wealth Partners held 6,000 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $277K as of Q1 2026.
Pursue Wealth Partners sold 6,676 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $340K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.17% of Pursue Wealth Partners's portfolio in Q1 2026, its #84 holding.
Pursue Wealth Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $854K in Q4 2021.
171 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.