Winch Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Winch Advisory Services’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	$162K	Hold	1,889	–	–	0.03%	121
2026 Q1	$129K	Sell	1,889 -37	-2%	-$2.72K	0.03%	123
2025 Q4	$134K	Sell	1,926 -1,512	-44%	-$103K	0.03%	115
2025 Q3	$225K	Hold	3,438	–	–	0.05%	96
2025 Q2	$206K	Hold	3,438	–	–	0.05%	96
2025 Q1	$177K	Sell	3,438 -102	-3%	-$5.85K	0.05%	95
2024 Q4	$199K	Buy	3,540 +11	+0.3%	+$625	0.05%	90
2024 Q3	$201K	Hold	3,529	–	–	0.06%	88
2024 Q2	$194K	Hold	3,529	–	–	0.06%	87
2024 Q1	$207K	Buy	3,529 +1	+0%	+$57	0.06%	80
2023 Q4	$202K	Hold	3,528	–	–	0.07%	78
2023 Q3	$178K	Hold	3,528	–	–	0.07%	78
2023 Q2	$207K	Hold	3,528	–	–	0.07%	73
2023 Q1	$193K	Hold	3,528	–	–	0.07%	76
2022 Q4	$163K	Hold	3,528	–	–	0.07%	82
2022 Q3	$146K	Hold	3,528	–	–	0.06%	76
2022 Q2	$159K	Sell	3,528 -132	-4%	-$6.59K	0.06%	76
2022 Q1	$213K	Sell	3,660 -2	-0.1%	-$122	0.07%	73
2021 Q4	$257K	Buy	3,662 +13	+0.4%	+$888	0.09%	70
2021 Q3	$235K	Buy	3,649 +1,589	+77%	+$106K	0.08%	68
2021 Q2	$134K	Buy	2,060 +1,733	+530%	+$111K	0.05%	79
2021 Q1	$21K	Buy	327 +157	+92%	+$10.3K	0.01%	177
2020 Q4	$10K	Buy	170 +1	+0.6%	+$54	﹤0.01%	234
2020 Q3	$8K	Hold	169	–	–	﹤0.01%	230
2020 Q2	$7K	Hold	169	–	–	﹤0.01%	234
2020 Q1	$6K	Hold	169	–	–	﹤0.01%	213
2019 Q4	$7K	Hold	169	–	–	﹤0.01%	235
2019 Q3	$6K	Hold	169	–	–	﹤0.01%	231
2019 Q2	$7K	Sell	169 -28	-14%	-$1.1K	﹤0.01%	233
2019 Q1	$8K	Buy	197 +1	+0.5%	+$37	﹤0.01%	220
2018 Q4	$6K	Hold	196	–	–	﹤0.01%	217
2018 Q3	$8K	Hold	196	–	–	﹤0.01%	197
2018 Q2	$8K	Hold	196	–	–	﹤0.01%	208
2018 Q1	$8K	Buy	196 +168	+600%	+$7.28K	﹤0.01%	203
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	296
2017 Q3	$1K	Buy	+28	New	+$1.02K	﹤0.01%	281

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Winch Advisory Services's ROBO Position: Q2 2026 in Review

Winch Advisory Services held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 1,889 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #121.

Winch Advisory Services first reported a position in ROBO in Q3 2017 and has held it in 36 quarters since. The position peaked at $257K in Q4 2021. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Winch Advisory Services held 1,889 shares of ROBO Global Robotics & Automation Index ETF worth $162K as of Q2 2026.
Winch Advisory Services left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #121 holding.
Winch Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and has held it in 36 quarters since.
Winch Advisory Services's ROBO Global Robotics & Automation Index ETF position peaked at $257K in Q4 2021.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.