Wealth Effects’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wealth Effects’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	$315K	Buy	3,680 +600	+19%	+$49.3K	0.09%	184
2026 Q1	$211K	Hold	3,080	–	–	0.07%	212
2025 Q4	$213K	Buy	3,080 +3	+0.1%	+$205	0.07%	192
2025 Q3	$202K	Buy	+3,077	New	+$195K	0.06%	202
2024 Q2	–	Sell	-4,430	Closed	-$260K	–	220
2024 Q1	$260K	Hold	4,430	–	–	0.1%	169
2023 Q4	$254K	Buy	4,430 +1	+0%	+$51	0.1%	177
2023 Q3	$223K	Hold	4,429	–	–	0.11%	152
2023 Q2	$259K	Hold	4,429	–	–	0.11%	145
2023 Q1	$242K	Sell	4,429 -300	-6%	-$15.7K	0.12%	155
2022 Q4	$219K	Buy	+4,729	New	+$216K	0.13%	161
2022 Q3	–	Sell	-5,104	Closed	-$229K	–	197
2022 Q2	$229K	Hold	5,104	–	–	0.14%	150
2022 Q1	$298K	Hold	5,104	–	–	0.14%	137
2021 Q4	$358K	Buy	+5,104	New	+$349K	0.15%	130

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

Wealth Effects's ROBO Position: Q2 2026 in Review

Wealth Effects increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 19% in Q2 2026, buying an estimated $49.3K and bringing the position to 3,680 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #184.

Wealth Effects first reported a position in ROBO in Q4 2021 and has held it in 13 quarters since. The position peaked at $358K in Q4 2021. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Wealth Effects held 3,680 shares of ROBO Global Robotics & Automation Index ETF worth $315K as of Q2 2026.
Wealth Effects bought 600 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $49.3K.
ROBO Global Robotics & Automation Index ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #184 holding.
Wealth Effects first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 13 quarters since.
Wealth Effects's ROBO Global Robotics & Automation Index ETF position peaked at $358K in Q4 2021.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.