Cambridge Advisors
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Cambridge Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cambridge Advisors’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 		$319K Buy
3,961
+1,140
+40% +$92K 0.05% 154
2026
Q2 		$242K Buy
+2,821
New +$232K 0.04% 171

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Advisors's ROBO Position: Q3 2026 in Review

Cambridge Advisors increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 40% in Q3 2026, buying an estimated $92K and bringing the position to 3,961 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #154.

Cambridge Advisors first reported a position in ROBO in Q2 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Cambridge Advisors held 3,961 shares of ROBO Global Robotics & Automation Index ETF worth $319K as of Q3 2026.
  • Cambridge Advisors bought 1,140 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $92K.
  • ROBO Global Robotics & Automation Index ETF made up 0.05% of Cambridge Advisors's portfolio in Q3 2026, its #154 holding.
  • Cambridge Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.