Smart Portfolios LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Smart Portfolios LLC’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	$209K	Sell	3,050 -25	-0.8%	-$1.84K	0.21%	97
2025 Q4	$213K	Hold	3,075	–	–	0.21%	98
2025 Q3	$202K	Sell	3,075 -605	-16%	-$38.3K	0.19%	99
2025 Q2	$220K	Buy	+3,680	New	+$197K	0.22%	95
2025 Q1	–	Sell	-3,680	Closed	-$207K	–	96
2024 Q4	$207K	Sell	3,680 -86	-2%	-$4.89K	0.22%	93
2024 Q3	$215K	Hold	3,766	–	–	0.22%	101
2024 Q2	$208K	Buy	+3,766	New	+$210K	0.21%	97
2019 Q2	–	Sell	-1,900	Closed	-$74K	–	168
2019 Q1	$74K	Hold	1,900	–	–	0.06%	80
2018 Q4	$62K	Sell	1,900 -71,785	-97%	-$2.6M	0.05%	80
2018 Q3	$3.08M	Buy	73,685 +273	+0.4%	+$11.2K	1.91%	20
2018 Q2	$2.94M	Buy	73,412 +71,512	+3,764%	+$2.96M	1.92%	21
2018 Q1	$79K	Buy	+1,900	New	+$82.3K	0.05%	65

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Smart Portfolios LLC's ROBO Position: Q1 2026 in Review

Smart Portfolios LLC reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.81% in Q1 2026, selling an estimated $1.84K and leaving 3,050 shares worth $209K. The position accounts for 0.21% of the portfolio, ranked #97.

Smart Portfolios LLC first reported a position in ROBO in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.08M in Q3 2018. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Smart Portfolios LLC held 3,050 shares of ROBO Global Robotics & Automation Index ETF worth $209K as of Q1 2026.
Smart Portfolios LLC sold 25 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $1.84K.
ROBO Global Robotics & Automation Index ETF made up 0.21% of Smart Portfolios LLC's portfolio in Q1 2026, its #97 holding.
Smart Portfolios LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 12 quarters since.
Smart Portfolios LLC's ROBO Global Robotics & Automation Index ETF position peaked at $3.08M in Q3 2018.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.