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Summit Investment Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Summit Investment Advisory Services’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 		$260K Buy
+3,799
New +$279K 0.1% 68

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

Summit Investment Advisory Services's ROBO Position: Q1 2026 in Review

Summit Investment Advisory Services opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026: 3,799 shares worth $260K. The stake represents 0.1% of the portfolio and ranks #68 among its holdings.

265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Summit Investment Advisory Services held 3,799 shares of ROBO Global Robotics & Automation Index ETF worth $260K as of Q1 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Summit Investment Advisory Services position in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.1% of Summit Investment Advisory Services's portfolio in Q1 2026, its #68 holding.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.