Smartleaf Asset Management
ROBO icon

Smartleaf Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Smartleaf Asset 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
Q3 		$8.04K Buy
+100
New +$8.07K ﹤0.01% 2522
2025
Q1 		– Sell
-2
Closed -$112 – 2977
2024
Q4 		$112 Hold
2
– – ﹤0.01% 2893
2024
Q3 		$114 Hold
2
– – ﹤0.01% 2892
2024
Q2 		$109 Hold
2
– – ﹤0.01% 2720
2024
Q1 		$117 Hold
2
– – ﹤0.01% 1835
2023
Q4 		$0 Buy
+2
New +$102 ﹤0.01% 1221

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
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Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Smartleaf Asset Management's ROBO Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026: 100 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #2522 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in ROBO as recently as Q4 2024.

Smartleaf Asset Management first reported a position in ROBO in Q4 2023 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Smartleaf Asset Management held 100 shares of ROBO Global Robotics & Automation Index ETF worth $8.04K as of Q3 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Smartleaf Asset Management position in Q3 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2522 holding.
  • Smartleaf Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 6 quarters since.
  • 238 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.