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Avestar Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Avestar Capital’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 		$538K Buy
+6,280
New +$516K 0.03% 363
2018
Q4 		– Sell
-240
Closed -$10K – 977
2018
Q3 		$10K Hold
240
– – 0.01% 466
2018
Q2 		$9K Hold
240
– – 0.01% 484
2018
Q1 		$10K Hold
240
– – 0.01% 427
2017
Q4 		$9K Buy
+240
New +$9.73K 0.01% 467

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Avestar Capital's ROBO Position: Q2 2026 in Review

Avestar Capital opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 6,280 shares worth $538K. The stake represents 0.03% of the portfolio and ranks #363 among its holdings. This is a return to the name: Avestar Capital previously reported a position in ROBO as recently as Q3 2018.

Avestar Capital first reported a position in ROBO in Q4 2017 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Avestar Capital held 6,280 shares of ROBO Global Robotics & Automation Index ETF worth $538K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Avestar Capital position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #363 holding.
  • Avestar Capital first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.