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

Western Wealth Management’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	$283K	Sell	3,305 -144	-4%	-$11.8K	0.01%	847
2026 Q1	$236K	Hold	3,449	–	–	0.01%	870
2025 Q4	$239K	Buy	3,449 +6	+0.2%	+$410	0.01%	742
2025 Q3	$226K	Buy	3,443 +80	+2%	+$5.06K	0.01%	696
2025 Q2	$201K	Buy	+3,363	New	+$180K	0.01%	701
2025 Q1	–	Sell	-3,702	Closed	-$208K	–	759
2024 Q4	$208K	Sell	3,702 -634	-15%	-$36K	0.01%	720
2024 Q3	$247K	Sell	4,336 -213	-5%	-$11.7K	0.01%	661
2024 Q2	$251K	Sell	4,549 -46	-1%	-$2.56K	0.02%	554
2024 Q1	$269K	Hold	4,595	–	–	0.02%	538
2023 Q4	$263K	Sell	4,595 -134	-3%	-$6.84K	0.02%	582
2023 Q3	$238K	Buy	4,729 +76	+2%	+$4.17K	0.02%	564
2023 Q2	$272K	Hold	4,653	–	–	0.02%	525
2023 Q1	$255K	Buy	4,653 +1	+0%	+$52	0.02%	538
2022 Q4	$216K	Sell	4,652 -4,561	-50%	-$208K	0.02%	555
2022 Q3	$379K	Hold	9,213	–	–	0.02%	573
2022 Q2	$414K	Sell	9,213 -71	-0.8%	-$3.55K	0.02%	526
2022 Q1	$542K	Buy	9,284 +4,948	+114%	+$301K	0.03%	505
2021 Q4	$305K	Buy	+4,336	New	+$296K	0.03%	466
2021 Q2	$325K	Buy	4,973 +303	+6%	+$19.4K	0.03%	472
2021 Q1	$297K	Sell	4,670 -278	-6%	-$18.3K	0.04%	403
2020 Q4	$301K	Buy	4,948 +11	+0.2%	+$595	0.04%	353
2020 Q3	$238K	Sell	4,937 -5	-0.1%	-$234	0.04%	377
2020 Q2	$215K	Buy	+4,942	New	+$196K	0.04%	377
2020 Q1	–	Sell	-5,473	Closed	-$230K	–	416
2019 Q4	$230K	Sell	5,473 -91	-2%	-$3.67K	0.03%	360
2019 Q3	$217K	Buy	5,564 +175	+3%	+$6.61K	0.05%	360
2019 Q2	$214K	Sell	5,389 -201	-4%	-$7.89K	0.03%	374
2019 Q1	$217K	Sell	5,590 -853	-13%	-$31.5K	0.05%	350
2018 Q4	$206K	Buy	+6,443	New	+$233K	0.06%	324

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

Western Wealth Management's ROBO Position: Q2 2026 in Review

Western Wealth Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 4.2% in Q2 2026, selling an estimated $11.8K and leaving 3,305 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #847.

Western Wealth Management first reported a position in ROBO in Q4 2018 and has held it in 28 quarters since. The position peaked at $542K in Q1 2022. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Western Wealth Management held 3,305 shares of ROBO Global Robotics & Automation Index ETF worth $283K as of Q2 2026.
Western Wealth Management sold 144 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $11.8K.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #847 holding.
Western Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and has held it in 28 quarters since.
Western Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $542K in Q1 2022.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.