Accordant Advisory Group
ROBO icon

Accordant Advisory Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Accordant Advisory Group’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 		$6.04K Hold
75
– – ﹤0.01% 189
2026
Q2 		$6.42K Hold
75
– – ﹤0.01% 186
2026
Q1 		$5.13K Buy
+75
New +$5.51K ﹤0.01% 186
2024
Q2 		– Sell
-4,676
Closed -$274K – 212
2024
Q1 		$274K Buy
+4,676
New +$264K 0.2% 71

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Accordant Advisory Group's ROBO Position: Q3 2026 in Review

Accordant Advisory Group held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q3 2026 at 75 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Accordant Advisory Group first reported a position in ROBO in Q1 2024 and has held it in 4 quarters since. The position peaked at $274K in Q1 2024. 105 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Accordant Advisory Group held 75 shares of ROBO Global Robotics & Automation Index ETF worth $6.04K as of Q3 2026.
  • Accordant Advisory Group left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q3 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q3 2026, its #189 holding.
  • Accordant Advisory Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and has held it in 4 quarters since.
  • Accordant Advisory Group's ROBO Global Robotics & Automation Index ETF position peaked at $274K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.