Strategic Wealth Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Strategic Wealth Partners’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	$51.4K	Hold	600	–	–	﹤0.01%	520
2026 Q1	$41.1K	Sell	600 -24	-4%	-$1.76K	﹤0.01%	546
2025 Q4	$43.2K	Buy	624 +24	+4%	+$1.64K	﹤0.01%	544
2025 Q3	$39.3K	Hold	600	–	–	﹤0.01%	606
2025 Q2	$35.9K	Buy	+600	New	+$32.1K	﹤0.01%	552

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

Strategic Wealth Partners's ROBO Position: Q2 2026 in Review

Strategic Wealth Partners held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 600 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Strategic Wealth Partners first reported a position in ROBO in Q2 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Strategic Wealth Partners held 600 shares of ROBO Global Robotics & Automation Index ETF worth $51.4K as of Q2 2026.
Strategic Wealth Partners left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #520 holding.
Strategic Wealth Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and has held it in 5 quarters since.
321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.