Avestar Capital’s VanEck Robotics ETF IBOT Stock Holding History

Avestar Capital’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	$2.73M	Hold	39,700	–	–	0.15%	112
2026 Q1	$2.11M	Hold	39,700	–	–	0.14%	120
2025 Q4	$2.09M	Hold	39,700	–	–	0.14%	120
2025 Q3	$1.98M	Buy	+39,700	New	+$1.89M	0.13%	132

Other funds holding IBOT

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 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

Avestar Capital's IBOT Position: Q2 2026 in Review

Avestar Capital held its VanEck Robotics ETF (IBOT) position steady in Q2 2026 at 39,700 shares worth $2.73M. The position accounts for 0.15% of the portfolio, ranked #112.

Avestar Capital 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.

Avestar Capital held 39,700 shares of VanEck Robotics ETF worth $2.73M as of Q2 2026.
Avestar Capital left its VanEck Robotics ETF share count unchanged in Q2 2026.
VanEck Robotics ETF made up 0.15% of Avestar Capital's portfolio in Q2 2026, its #112 holding.
Avestar Capital 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 Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.