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Cape Investment Advisory’s VanEck Robotics ETF IBOT Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-103
Closed -$4.72K – 994
2025
Q2 		$4.72K Hold
103
– – ﹤0.01% 771
2025
Q1 		$4.04K Hold
103
– – ﹤0.01% 801
2024
Q4 		$4.22K Buy
103
+3
+3% +$130 ﹤0.01% 781
2024
Q3 		$4.48K Buy
+100
New +$4.37K ﹤0.01% 727

Other funds holding IBOT

AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cape Investment Advisory's IBOT Position: Q3 2025 in Review

Cape Investment Advisory sold out of VanEck Robotics ETF (IBOT) in Q3 2025, closing a stake of 103 shares — an estimated $4.72K sold.

Cape Investment Advisory first reported a position in IBOT in Q3 2024 and held it in 4 quarters. The position peaked at $4.72K in Q2 2025. 9 funds tracked by Wall St. Rank hold IBOT as of Q3 2025.

  • Cape Investment Advisory reported no remaining VanEck Robotics ETF position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 103 VanEck Robotics ETF shares in Q3 2025, an estimated $4.72K.
  • Cape Investment Advisory first reported a position in VanEck Robotics ETF in Q3 2024 and held it in 4 quarters.
  • Cape Investment Advisory's VanEck Robotics ETF position peaked at $4.72K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.