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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's ROBO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 37% in Q2 2026, buying an estimated $212K and bringing the position to 9,493 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Wealth Enhancement Advisory Services first reported a position in ROBO in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.87M in Q3 2023. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,493 shares of ROBO Global Robotics & Automation Index ETF worth $788K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,582 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $212K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2270 holding.
  • Wealth Enhancement Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's ROBO Global Robotics & Automation Index ETF position peaked at $6.87M in Q3 2023.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.