Raymond James Financial
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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
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

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial's ROBO Position: Q1 2026 in Review

Raymond James Financial increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 15% in Q1 2026, buying an estimated $2.45M and bringing the position to 251,111 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #1582.

Raymond James Financial first reported a position in ROBO in Q4 2024 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Raymond James Financial held 251,111 shares of ROBO Global Robotics & Automation Index ETF worth $17.2M as of Q1 2026.
  • Raymond James Financial bought 33,350 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $2.45M.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1582 holding.
  • Raymond James Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.