Simplex Trading
ROBO icon

Simplex Trading’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Simplex Trading’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 		$107K Buy
1,253
+254
+25% +$20.9K ﹤0.01% 5458
2026
Q1 		$68.4K Buy
+999
New +$73.4K ﹤0.01% 5516
2025
Q4 		– Sell
-37
Closed -$2K – 9842
2025
Q3 		$2K Buy
+37
New +$2.34K ﹤0.01% 8705
2025
Q2 		– Sell
-383
Closed -$19K – 9587
2025
Q1 		$19K Buy
383
+231
+152% +$13.2K ﹤0.01% 6626
2024
Q4 		$8K Sell
152
-51
-25% -$2.9K ﹤0.01% 7357
2024
Q3 		$11K Buy
+203
New +$11.1K ﹤0.01% 7143
2024
Q1 		– Sell
-460
Closed -$26K – 9715
2023
Q4 		$26K Buy
+460
New +$23.5K ﹤0.01% 6710
2023
Q2 		– Sell
-119
Closed -$6K – 9786
2023
Q1 		$6K Buy
+119
New +$6.21K ﹤0.01% 7933
2022
Q4 		– Sell
-53
Closed -$2K – 10225
2022
Q3 		$2K Sell
53
-966
-95% -$45.7K ﹤0.01% 9345
2022
Q2 		$45K Buy
1,019
+894
+715% +$44.7K ﹤0.01% 6650
2022
Q1 		$7K Buy
+125
New +$7.61K ﹤0.01% 9198
2021
Q4 		– Sell
-1,035
Closed -$67K – 11303
2021
Q3 		$67K Hold
1,035
– – ﹤0.01% 7153
2021
Q2 		$67K Buy
1,035
+887
+599% +$56.8K ﹤0.01% 7272
2021
Q1 		$9K Sell
148
-1,802
-92% -$119K ﹤0.01% 7965
2020
Q4 		$118K Buy
+1,950
New +$106K ﹤0.01% 5276
2020
Q1 		– Sell
-657
Closed -$27K – 8161
2019
Q4 		$27K Buy
657
+357
+119% +$14.4K ﹤0.01% 5737
2019
Q3 		$11K Buy
+300
New +$11.3K ﹤0.01% 6204

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Simplex Trading's ROBO Position: Q2 2026 in Review

Simplex Trading increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 25% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,253 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #5458.

Simplex Trading first reported a position in ROBO in Q3 2019 and has held it in 17 quarters since. The position peaked at $118K in Q4 2020. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Simplex Trading held 1,253 shares of ROBO Global Robotics & Automation Index ETF worth $107K as of Q2 2026.
  • Simplex Trading bought 254 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $20.9K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5458 holding.
  • Simplex Trading first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and has held it in 17 quarters since.
  • Simplex Trading's ROBO Global Robotics & Automation Index ETF position peaked at $118K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.