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SHP Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

SHP Wealth Management’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 		$23.1K Hold
337
– – ﹤0.01% 686
2025
Q4 		$23.4K Buy
+337
New +$23K ﹤0.01% 652

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

SHP Wealth Management's ROBO Position: Q1 2026 in Review

SHP Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 337 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

SHP Wealth Management first reported a position in ROBO in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.4K in Q4 2025. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • SHP Wealth Management held 337 shares of ROBO Global Robotics & Automation Index ETF worth $23.1K as of Q1 2026.
  • SHP Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #686 holding.
  • SHP Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $23.4K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.