Solutions 4 Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Solutions 4 Wealth’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	$1.8M	Buy	21,030 +2	+0%	+$164	2.33%	12
2026 Q1	$1.44M	Buy	21,028 +2,958	+16%	+$217K	2.16%	11
2025 Q4	$1.25M	Buy	18,070 +47	+0.3%	+$3.21K	1.89%	11
2025 Q3	$1.18M	Sell	18,023 -1	-0%	-$63	1.83%	11
2025 Q2	$1.08M	Buy	18,024 +550	+3%	+$29.4K	1.8%	14
2025 Q1	$900K	Hold	17,474	–	–	1.59%	16
2024 Q4	$983K	Buy	17,474 +63	+0.4%	+$3.58K	1.78%	13
2024 Q3	$994K	Sell	17,411 -959	-5%	-$52.5K	1.94%	13
2024 Q2	$1.01M	Sell	18,370 -25	-0.1%	-$1.39K	2.3%	11
2024 Q1	$1.08M	Buy	18,395 +6	+0%	+$339	3.03%	9
2023 Q4	$1.05M	Buy	+18,389	New	+$938K	3.44%	9

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

Solutions 4 Wealth's ROBO Position: Q2 2026 in Review

Solutions 4 Wealth increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.01% in Q2 2026, buying an estimated $164 and bringing the position to 21,030 shares worth $1.8M. The position accounts for 2.33% of the portfolio, ranked #12.

Solutions 4 Wealth first reported a position in ROBO in Q4 2023 and has held it in 11 quarters since. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Solutions 4 Wealth held 21,030 shares of ROBO Global Robotics & Automation Index ETF worth $1.8M as of Q2 2026.
Solutions 4 Wealth bought 2 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $164.
ROBO Global Robotics & Automation Index ETF made up 2.33% of Solutions 4 Wealth's portfolio in Q2 2026, its #12 holding.
Solutions 4 Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 11 quarters since.
319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.