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 Q2	$747K	Sell	13,269 -131	-1%	-$6.98K	0.17%	96
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's ROBT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.98% in Q2 2026, selling an estimated $6.98K and leaving 13,269 shares worth $747K. The position accounts for 0.17% of the portfolio, ranked #96.

Twin Peaks Wealth Advisors first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Twin Peaks Wealth Advisors held 13,269 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $747K as of Q2 2026.
Twin Peaks Wealth Advisors sold 131 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $6.98K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.17% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #96 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 7 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.