Twin Peaks Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Twin Peaks Wealth Advisors’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 Q1	$619K	Buy	13,400 +3,200	+31%	+$163K	0.16%	94
2025 Q4	$530K	Buy	10,200 +2,355	+30%	+$126K	0.15%	100
2025 Q3	$415K	Sell	7,845 -145	-2%	-$7.32K	0.14%	108
2025 Q2	$400K	Buy	7,990 +2,206	+38%	+$95.1K	0.13%	107
2025 Q1	$225K	Buy	5,784 +1,170	+25%	+$53K	0.1%	129
2024 Q4	$208K	Buy	+4,614	New	+$210K	0.09%	136

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Twin Peaks Wealth Advisors's ROBT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 31% in Q1 2026, buying an estimated $163K and bringing the position to 13,400 shares worth $619K. The position accounts for 0.16% of the portfolio, ranked #94.

Twin Peaks Wealth Advisors first reported a position in ROBT in Q4 2024 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Twin Peaks Wealth Advisors held 13,400 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $619K as of Q1 2026.
Twin Peaks Wealth Advisors bought 3,200 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $163K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.16% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #94 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 6 quarters since.
170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.