Wealth Enhancement Advisory Services
ROBO icon

Wealth Enhancement Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$726K Sell
9,069
-424
-4% -$34.2K ﹤0.01% 2457
2026
Q2 		$788K Buy
9,493
+2,582
+37% +$212K ﹤0.01% 2270
2026
Q1 		$479K Buy
6,911
+648
+10% +$47.6K ﹤0.01% 2353
2025
Q4 		$458K Buy
6,263
+228
+4% +$15.6K ﹤0.01% 2545
2025
Q3 		$409K Buy
+6,035
New +$382K ﹤0.01% 2533
2025
Q1 		– Sell
-4,721
Closed -$266K – 3133
2024
Q4 		$266K Sell
4,721
-472
-9% -$26.8K ﹤0.01% 2477
2024
Q3 		$296K Sell
5,193
-2,129
-29% -$116K ﹤0.01% 2190
2024
Q2 		$403K Sell
7,322
-5,501
-43% -$307K ﹤0.01% 1778
2024
Q1 		$752K Buy
12,823
+1,656
+15% +$93.6K ﹤0.01% 1361
2023
Q4 		$640K Sell
11,167
-125,311
-92% -$6.4M ﹤0.01% 1367
2023
Q3 		$6.87M Buy
+136,478
New +$7.49M 0.02% 496

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's ROBO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 4.5% in Q3 2026, selling an estimated $34.2K and leaving 9,069 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Wealth Enhancement Advisory Services first reported a position in ROBO in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.87M in Q3 2023. 70 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,069 shares of ROBO Global Robotics & Automation Index ETF worth $726K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 424 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $34.2K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2457 holding.
  • Wealth Enhancement Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's ROBO Global Robotics & Automation Index ETF position peaked at $6.87M in Q3 2023.
  • 70 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.