Avestar Capital
IBOT icon

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
Q3 		– Sell
-39,700
Closed -$2.73M – 554
2026
Q2 		$2.73M Hold
39,700
– – 0.15% 113
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

Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Investment Insight Wealth Management
Investment Insight Wealth Management North Massapequa, New York $121M AUM 29.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Avestar Capital's IBOT Position: Q3 2026 in Review

Avestar Capital sold out of VanEck Robotics ETF (IBOT) in Q3 2026, closing a stake of 39,700 shares — an estimated $2.73M sold.

Avestar Capital first reported a position in IBOT in Q3 2025 and held it in 4 quarters. The position peaked at $2.73M in Q2 2026. 15 funds tracked by Wall St. Rank hold IBOT as of Q3 2026.

  • Avestar Capital reported no remaining VanEck Robotics ETF position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 39,700 VanEck Robotics ETF shares in Q3 2026, an estimated $2.73M.
  • Avestar Capital first reported a position in VanEck Robotics ETF in Q3 2025 and held it in 4 quarters.
  • Avestar Capital's VanEck Robotics ETF position peaked at $2.73M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.