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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Wealth Effects's ROBO Position: Q1 2026 in Review

Wealth Effects held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 3,080 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #212.

Wealth Effects first reported a position in ROBO in Q4 2021 and has held it in 12 quarters since. The position peaked at $358K in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Wealth Effects held 3,080 shares of ROBO Global Robotics & Automation Index ETF worth $211K as of Q1 2026.
Wealth Effects left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up 0.07% of Wealth Effects's portfolio in Q1 2026, its #212 holding.
Wealth Effects first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 12 quarters since.
Wealth Effects's ROBO Global Robotics & Automation Index ETF position peaked at $358K in Q4 2021.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.