Summit Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Summit Financial’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	$2.46M	Sell	28,724 -467	-2%	-$38.4K	0.03%	580
2026 Q1	$2M	Sell	29,191 -609	-2%	-$44.7K	0.03%	576
2025 Q4	$2.07M	Sell	29,800 -1,253	-4%	-$85.7K	0.03%	487
2025 Q3	$2.04M	Buy	31,053 +476	+2%	+$30.1K	0.03%	478
2025 Q2	$1.83M	Buy	+30,577	New	+$1.64M	0.04%	306

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

Summit Financial's ROBO Position: Q2 2026 in Review

Summit Financial reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.6% in Q2 2026, selling an estimated $38.4K and leaving 28,724 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #580.

Summit Financial first reported a position in ROBO in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Summit Financial held 28,724 shares of ROBO Global Robotics & Automation Index ETF worth $2.46M as of Q2 2026.
Summit Financial sold 467 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $38.4K.
ROBO Global Robotics & Automation Index ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #580 holding.
Summit Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and has held it in 5 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.