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

Toth Financial 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 Q2	$30.8K	Hold	360	–	–	﹤0.01%	446
2026 Q1	$24.6K	Hold	360	–	–	﹤0.01%	461
2025 Q4	$25K	Hold	360	–	–	﹤0.01%	451
2025 Q3	$23.6K	Hold	360	–	–	﹤0.01%	450
2025 Q2	$21.5K	Hold	360	–	–	﹤0.01%	423
2025 Q1	$18.5K	Hold	360	–	–	﹤0.01%	407
2024 Q4	$20.3K	Hold	360	–	–	﹤0.01%	395
2024 Q3	$20.5K	Hold	360	–	–	﹤0.01%	381
2024 Q2	$19.8K	Hold	360	–	–	﹤0.01%	393
2024 Q1	$21.1K	Hold	360	–	–	﹤0.01%	382
2023 Q4	$20.6K	Hold	360	–	–	﹤0.01%	387
2023 Q3	$18.1K	Hold	360	–	–	﹤0.01%	384
2023 Q2	$21.1K	Hold	360	–	–	﹤0.01%	383
2023 Q1	$19.7K	Buy	+360	New	+$18.8K	﹤0.01%	386
2018 Q2	–	Sell	-100	Closed	-$4K	–	457
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	374
2017 Q4	$4K	Buy	+100	New	+$4.05K	﹤0.01%	371

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

Toth Financial Advisory's ROBO Position: Q2 2026 in Review

Toth Financial Advisory held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 360 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Toth Financial Advisory first reported a position in ROBO in Q4 2017 and has held it in 16 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Toth Financial Advisory held 360 shares of ROBO Global Robotics & Automation Index ETF worth $30.8K as of Q2 2026.
Toth Financial Advisory 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 Toth Financial Advisory's portfolio in Q2 2026, its #446 holding.
Toth Financial Advisory first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 16 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.