Wedmont Private Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wedmont Private Capital’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	$533K	Buy	6,420 +20	+0.3%	+$1.64K	0.01%	539
2026 Q1	$470K	Hold	6,400	–	–	0.02%	511
2025 Q4	$465K	Hold	6,400	–	–	0.02%	503
2025 Q3	$434K	Hold	6,400	–	–	0.02%	503
2025 Q2	$388K	Hold	6,400	–	–	0.02%	498
2025 Q1	$304K	Buy	+6,400	New	+$367K	0.02%	519

Other funds holding ROBO

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Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return