Raymond James Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Raymond James Financial’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	$22.7M	Buy	265,418 +14,307	+6%	+$1.17M	0.01%	1469
2026 Q1	$17.2M	Buy	251,111 +33,350	+15%	+$2.45M	0.01%	1582
2025 Q4	$15.1M	Buy	217,761 +11,882	+6%	+$813K	﹤0.01%	1643
2025 Q3	$13.5M	Buy	205,879 +2,424	+1%	+$153K	﹤0.01%	1691
2025 Q2	$12.2M	Sell	203,455 -6,825	-3%	-$365K	﹤0.01%	1726
2025 Q1	$10.8M	Sell	210,280 -4,112	-2%	-$236K	﹤0.01%	1755
2024 Q4	$12.1M	Buy	+214,392	New	+$12.2M	﹤0.01%	1692

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Raymond James Financial's ROBO Position: Q2 2026 in Review

Raymond James Financial increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 5.7% in Q2 2026, buying an estimated $1.17M and bringing the position to 265,418 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #1469.

Raymond James Financial first reported a position in ROBO in Q4 2024 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Raymond James Financial held 265,418 shares of ROBO Global Robotics & Automation Index ETF worth $22.7M as of Q2 2026.
Raymond James Financial bought 14,307 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $1.17M.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1469 holding.
Raymond James Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and has held it in 7 quarters since.
321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.