TRUE Private Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

TRUE Private Wealth Advisors’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	$2.23M	Sell	25,976 -502	-2%	-$41.2K	0.19%	76
2026 Q1	$1.81M	Buy	+26,478	New	+$1.94M	0.17%	76
2018 Q4	–	Sell	-16,453	Closed	-$689K	–	769
2018 Q3	$689K	Sell	16,453 -160	-1%	-$6.59K	0.1%	142
2018 Q2	$664K	Sell	16,613 -1,332	-7%	-$55.2K	0.1%	128
2018 Q1	$750K	Buy	17,945 +3,611	+25%	+$156K	0.13%	101
2017 Q4	$592K	Buy	+14,334	New	+$581K	0.1%	112

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

TRUE Private Wealth Advisors's ROBO Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.9% in Q2 2026, selling an estimated $41.2K and leaving 25,976 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #76.

TRUE Private Wealth Advisors first reported a position in ROBO in Q4 2017 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

TRUE Private Wealth Advisors held 25,976 shares of ROBO Global Robotics & Automation Index ETF worth $2.23M as of Q2 2026.
TRUE Private Wealth Advisors sold 502 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $41.2K.
ROBO Global Robotics & Automation Index ETF made up 0.19% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #76 holding.
TRUE Private Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.