Accel Wealth Management’s VanEck Robotics ETF IBOT Stock Holding History

Accel Wealth Management’s Portfolio IBOT Stock Details IBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	14,667 +3,420	+30%	+$235K	0.23%	98
2026 Q1	$598K	Buy	11,247 +1,380	+14%	+$78.9K	0.16%	133
2025 Q4	$519K	Buy	9,867 +800	+9%	+$41.3K	0.14%	144
2025 Q3	$453K	Buy	+9,067	New	+$431K	0.13%	160

Other funds holding IBOT

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IIWM

Investment Insight Wealth Management North Massapequa, New York $115M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Accel Wealth Management's IBOT Position: Q2 2026 in Review

Accel Wealth Management increased its VanEck Robotics ETF (IBOT) stake by 30% in Q2 2026, buying an estimated $235K and bringing the position to 14,667 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #98.

Accel Wealth Management first reported a position in IBOT in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold IBOT as of Q2 2026.

Accel Wealth Management held 14,667 shares of VanEck Robotics ETF worth $1.01M as of Q2 2026.
Accel Wealth Management bought 3,420 VanEck Robotics ETF shares in Q2 2026, an estimated $235K.
VanEck Robotics ETF made up 0.23% of Accel Wealth Management's portfolio in Q2 2026, its #98 holding.
Accel Wealth Management first reported a position in VanEck Robotics ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.