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Westside Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Westside Investment 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 		$8.57K Hold
100
– – ﹤0.01% 1159
2026
Q1 		$6.84K Hold
100
– – ﹤0.01% 1197
2025
Q4 		$6.93K Hold
100
– – ﹤0.01% 1177
2025
Q3 		$6.56K Hold
100
– – ﹤0.01% 1229
2025
Q2 		$5.98K Hold
100
– – ﹤0.01% 1125
2025
Q1 		$5.15K Hold
100
– – ﹤0.01% 777
2024
Q4 		$5.63K Buy
+100
New +$5.68K ﹤0.01% 757
2022
Q4 		– Sell
-800
Closed -$33.5K – 846
2022
Q3 		$33.5K Buy
800
+700
+700% +$33.1K 0.08% 151
2022
Q2 		$5.85K Hold
100
– – 0.01% 210
2022
Q1 		$5.85K Hold
100
– – 0.01% 210
2021
Q4 		$7.01K Hold
100
– – 0.02% 197
2021
Q3 		$6.42K Hold
100
– – 0.01% 203
2021
Q2 		$6.52K Hold
100
– – 0.02% 196
2021
Q1 		$6.35K Hold
100
– – 0.02% 188
2020
Q4 		$6.09K Hold
100
– – 0.02% 152
2020
Q3 		$4.82K Hold
100
– – ﹤0.01% 161
2020
Q2 		$4.35K Sell
100
-1,400
-93% -$55.6K ﹤0.01% 148
2020
Q1 		$101K Buy
+1,500
New +$59K 0.07% 53
2019
Q2 		$4.13K Buy
+100
New +$3.92K ﹤0.01% 556
2018
Q4 		$3.46K Hold
100
– – ﹤0.01% 588
2018
Q3 		$3.66K Sell
100
-100
-50% -$4.12K ﹤0.01% 627
2018
Q2 		$8.05K Buy
200
+100
+100% +$4.14K ﹤0.01% 605
2018
Q1 		$4.1K Buy
+100
New +$4.33K ﹤0.01% 690
2017
Q4 		– Sell
-200
Closed -$7.81K – 867
2017
Q3 		$7.81K Hold
200
– – ﹤0.01% 601
2017
Q2 		$6.87K Buy
200
+100
+100% +$3.38K ﹤0.01% 615
2017
Q1 		$3.18K Hold
100
– – ﹤0.01% 674
2016
Q4 		$2.96K Buy
+100
New +$2.81K ﹤0.01% 564

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

Westside Investment Management's ROBO Position: Q2 2026 in Review

Westside Investment Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 100 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Westside Investment Management first reported a position in ROBO in Q4 2016 and has held it in 27 quarters since. The position peaked at $101K in Q1 2020. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Westside Investment Management held 100 shares of ROBO Global Robotics & Automation Index ETF worth $8.57K as of Q2 2026.
  • Westside Investment Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1159 holding.
  • Westside Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2016 and has held it in 27 quarters since.
  • Westside Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $101K in Q1 2020.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.