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Steward Partners Investment Advisory’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Steward Partners Investment Advisory’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 		$350K Buy
5,118
+625
+14% +$45.9K ﹤0.01% 1716
2025
Q4 		$311K Buy
4,493
+729
+19% +$49.9K ﹤0.01% 1688
2025
Q3 		$247K Buy
3,764
+1,136
+43% +$71.8K ﹤0.01% 1758
2025
Q2 		$157K Hold
2,628
– – ﹤0.01% 1875
2025
Q1 		$135K Sell
2,628
-338
-11% -$19.4K ﹤0.01% 1843
2024
Q4 		$167K Sell
2,966
-443
-13% -$25.2K ﹤0.01% 1714
2024
Q3 		$195K Buy
3,409
+408
+14% +$22.3K ﹤0.01% 1544
2024
Q2 		$165K Sell
3,001
-31
-1% -$1.73K ﹤0.01% 1535
2024
Q1 		$178K Buy
3,032
+145
+5% +$8.2K ﹤0.01% 1492
2023
Q4 		$165K Sell
2,887
-414
-13% -$21.1K ﹤0.01% 1455
2023
Q3 		$166K Buy
3,301
+191
+6% +$10.5K ﹤0.01% 1373
2023
Q2 		$182K Buy
3,110
+417
+15% +$22.9K ﹤0.01% 1329
2023
Q1 		$147K Buy
2,693
+186
+7% +$9.7K ﹤0.01% 1415
2022
Q4 		$116K Sell
2,507
-100
-4% -$4.56K ﹤0.01% 1491
2022
Q3 		$108K Sell
2,607
-50
-2% -$2.37K ﹤0.01% 1466
2022
Q2 		$119K Sell
2,657
-1,158
-30% -$57.9K ﹤0.01% 1429
2022
Q1 		$222K Sell
3,815
-3,203
-46% -$195K ﹤0.01% 1256
2021
Q4 		$492K Sell
7,018
-25
-0.4% -$1.71K 0.01% 940
2021
Q3 		$454K Buy
7,043
+160
+2% +$10.6K 0.01% 942
2021
Q2 		$449K Buy
6,883
+1,085
+19% +$69.5K 0.01% 976
2021
Q1 		$368K Buy
5,798
+857
+17% +$56.4K 0.01% 1005
2020
Q4 		$301K Buy
4,941
+887
+22% +$48K 0.01% 912
2020
Q3 		$195K Buy
4,054
+2,629
+184% +$123K ﹤0.01% 953
2020
Q2 		$62K Hold
1,425
– – ﹤0.01% 1328
2020
Q1 		$47K Sell
1,425
-800
-36% -$31.5K ﹤0.01% 1288
2019
Q4 		$93K Buy
2,225
+175
+9% +$7.05K ﹤0.01% 1158
2019
Q3 		$78K Buy
2,050
+50
+3% +$1.89K ﹤0.01% 1184
2019
Q2 		$79K Buy
+2,000
New +$78.5K ﹤0.01% 1153
2018
Q4 		– Sell
-1,350
Closed -$56K – 1863
2018
Q3 		$56K Hold
1,350
– – ﹤0.01% 1163
2018
Q2 		$54K Sell
1,350
-50
-4% -$2.07K ﹤0.01% 1074
2018
Q1 		$58K Buy
+1,400
New +$60.6K ﹤0.01% 953

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
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
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

Steward Partners Investment Advisory's ROBO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 14% in Q1 2026, buying an estimated $45.9K and bringing the position to 5,118 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Steward Partners Investment Advisory first reported a position in ROBO in Q1 2018 and has held it in 31 quarters since. The position peaked at $492K in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Steward Partners Investment Advisory held 5,118 shares of ROBO Global Robotics & Automation Index ETF worth $350K as of Q1 2026.
  • Steward Partners Investment Advisory bought 625 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $45.9K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1716 holding.
  • Steward Partners Investment Advisory first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's ROBO Global Robotics & Automation Index ETF position peaked at $492K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.