WWM
ROBT icon

Western Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Western Wealth Management’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$353K Sell
7,652
-190
-2% -$9.69K 0.01% 741
2025
Q4 		$407K Buy
7,842
+1,325
+20% +$70.7K 0.02% 574
2025
Q3 		$345K Buy
6,517
+1,410
+28% +$71.2K 0.02% 550
2025
Q2 		$247K Sell
5,107
-150
-3% -$6.47K 0.01% 623
2025
Q1 		$214K Sell
5,257
-817
-13% -$37K 0.01% 632
2024
Q4 		$274K Sell
6,074
-395
-6% -$17.9K 0.02% 554
2024
Q3 		$283K Sell
6,469
-759
-11% -$32K 0.02% 616
2024
Q2 		$306K Buy
7,228
+1,202
+20% +$51.5K 0.02% 493
2024
Q1 		$273K Buy
6,026
+938
+18% +$41.9K 0.02% 532
2023
Q4 		$232K Buy
+5,088
New +$209K 0.02% 621
2022
Q2 		– Sell
-4,543
Closed -$214K – 840
2022
Q1 		$214K Buy
+4,543
New +$219K 0.01% 774

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return