WWM
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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
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 – 699
2024
Q4 		$208K Sell
3,702
-634
-15% -$36K 0.01% 634
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
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
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

Western Wealth Management's ROBO Position: Q1 2026 in Review

Western Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 3,449 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #870.

Western Wealth Management first reported a position in ROBO in Q4 2018 and has held it in 27 quarters since. The position peaked at $542K in Q1 2022. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Western Wealth Management held 3,449 shares of ROBO Global Robotics & Automation Index ETF worth $236K as of Q1 2026.
  • Western Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #870 holding.
  • Western Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and has held it in 27 quarters since.
  • Western Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $542K in Q1 2022.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.