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

Whalen 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 Q3	–	Sell	-2,822	Closed	-$242K	–	247
2026 Q2	$242K	Buy	+2,822	New	+$232K	0.11%	181
2025 Q4	–	Sell	-3,491	Closed	-$229K	–	229
2025 Q3	$229K	Buy	+3,491	New	+$221K	0.13%	162

Other funds holding ROBO

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Whalen Wealth Management's ROBO Position: Q3 2026 in Review

Whalen Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026, closing a stake of 2,822 shares — an estimated $242K sold.

Whalen Wealth Management first reported a position in ROBO in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q2 2026. 14 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

Whalen Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2026 after selling out during the quarter.
Whalen Wealth Management sold 2,822 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $242K.
Whalen Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2025 and held it in 2 quarters.
Whalen Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $242K in Q2 2026.
14 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.