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Stegent Equity Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Stegent Equity Advisors’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 		$1.62M Buy
+18,923
New +$1.55M 1.16% 32
2022
Q2 		– Sell
-10,192
Closed -$594K – 89
2022
Q1 		$594K Sell
10,192
-21,311
-68% -$1.3M 0.5% 50
2021
Q4 		$2.21M Buy
+31,503
New +$2.15M 1.79% 23

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

Stegent Equity Advisors's ROBO Position: Q2 2026 in Review

Stegent Equity Advisors opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 18,923 shares worth $1.62M. The stake represents 1.16% of the portfolio and ranks #32 among its holdings. This is a return to the name: Stegent Equity Advisors previously reported a position in ROBO as recently as Q1 2022.

Stegent Equity Advisors first reported a position in ROBO in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.21M in Q4 2021. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Stegent Equity Advisors held 18,923 shares of ROBO Global Robotics & Automation Index ETF worth $1.62M as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Stegent Equity Advisors position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 1.16% of Stegent Equity Advisors's portfolio in Q2 2026, its #32 holding.
  • Stegent Equity Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 3 quarters since.
  • Stegent Equity Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $2.21M in Q4 2021.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.