Wilson & Boucher Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wilson & Boucher Capital 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	$231K	Hold	3,375	–	–	0.15%	105
2025 Q4	$234K	Sell	3,375 -200	-6%	-$13.7K	0.15%	106
2025 Q3	$234K	Sell	3,575 -200	-5%	-$12.7K	0.15%	107
2025 Q2	$226K	Buy	+3,775	New	+$202K	0.16%	105
2025 Q1	–	Sell	-3,775	Closed	-$212K	–	113
2024 Q4	$212K	Sell	3,775 -450	-11%	-$25.6K	0.15%	107
2024 Q3	$241K	Hold	4,225	–	–	0.17%	104
2024 Q2	$233K	Hold	4,225	–	–	0.18%	103
2024 Q1	$248K	Hold	4,225	–	–	0.2%	102
2023 Q4	$242K	Sell	4,225 -275	-6%	-$14K	0.2%	99
2023 Q3	$227K	Hold	4,500	–	–	0.22%	96
2023 Q2	$264K	Hold	4,500	–	–	0.24%	87
2023 Q1	$246K	Hold	4,500	–	–	0.24%	88
2022 Q4	$208K	Buy	+4,500	New	+$205K	0.21%	96
2022 Q3	–	Sell	-4,600	Closed	-$207K	–	95
2022 Q2	$207K	Hold	4,600	–	–	0.23%	96
2022 Q1	$268K	Sell	4,600 -100	-2%	-$6.09K	0.24%	89
2021 Q4	$330K	Buy	+4,700	New	+$321K	0.3%	82

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Wilson & Boucher Capital Management's ROBO Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 3,375 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #105.

Wilson & Boucher Capital Management first reported a position in ROBO in Q4 2021 and has held it in 16 quarters since. The position peaked at $330K in Q4 2021. 266 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Wilson & Boucher Capital Management held 3,375 shares of ROBO Global Robotics & Automation Index ETF worth $231K as of Q1 2026.
Wilson & Boucher Capital Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up 0.15% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #105 holding.
Wilson & Boucher Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 16 quarters since.
Wilson & Boucher Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $330K in Q4 2021.
266 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.