Roman Butler Fullerton & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Roman Butler Fullerton & Co’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	$245K	Buy	3,040 +12	+0.4%	+$986	0.06%	261
2026 Q1	$222K	Buy	+3,028	New	+$222K	0.06%	260
2024 Q2	–	Sell	-4,714	Closed	-$252K	–	237
2024 Q1	$252K	Buy	4,714 +1,080	+30%	+$61.1K	0.09%	187
2023 Q4	$204K	Buy	+3,634	New	+$185K	0.08%	204

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Roman Butler Fullerton & Co's ROBO Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.4% in Q2 2026, buying an estimated $986 and bringing the position to 3,040 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #261.

Roman Butler Fullerton & Co first reported a position in ROBO in Q4 2023 and has held it in 4 quarters since. The position peaked at $252K in Q1 2024. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Roman Butler Fullerton & Co held 3,040 shares of ROBO Global Robotics & Automation Index ETF worth $245K as of Q2 2026.
Roman Butler Fullerton & Co bought 12 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $986.
ROBO Global Robotics & Automation Index ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #261 holding.
Roman Butler Fullerton & Co first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 4 quarters since.
Roman Butler Fullerton & Co's ROBO Global Robotics & Automation Index ETF position peaked at $252K in Q1 2024.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.