Thurston Springer Miller Herd & Titak’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.44K	Hold	150	–	–	﹤0.01%	877
2026 Q1	$6.92K	Sell	150 -38	-20%	-$1.94K	﹤0.01%	987
2025 Q4	$9.78K	Hold	188	–	–	﹤0.01%	961
2025 Q3	$9.97K	Sell	188 -1,014	-84%	-$51.2K	0.02%	354
2025 Q2	$58.2K	Buy	1,202 +270	+29%	+$11.6K	0.01%	638
2025 Q1	$38K	Sell	932 -333	-26%	-$15.1K	0.01%	700
2024 Q4	$57.1K	Buy	1,265 +707	+127%	+$32.1K	0.01%	508
2024 Q3	$24.5K	Hold	558	–	–	0.01%	766
2024 Q2	$23.7K	Buy	+558	New	+$23.9K	0.01%	769

Other funds holding ROBT

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return