Capital Advisors Ltd’s Roundhill Robotaxi, Autonomous Vehicles & Technology ETF CABZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$557K Buy
28,198
+906
+3% +$19.6K 0.06% 167
2026
Q2
$648K Buy
27,292
+9,504
+53% +$222K 0.07% 160
2026
Q1
$363K Buy
+17,788
New +$397K 0.04% 216

Capital Advisors Ltd's CABZ Position: Q3 2026 in Review

Capital Advisors Ltd increased its Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ) stake by 3.3% in Q3 2026, buying an estimated $19.6K and bringing the position to 28,198 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #167.

Capital Advisors Ltd first reported a position in CABZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $648K in Q2 2026. 1 fund tracked by Wall St. Rank holds CABZ as of Q3 2026.

  • Capital Advisors Ltd held 28,198 shares of Roundhill Robotaxi, Autonomous Vehicles & Technology ETF worth $557K as of Q3 2026.
  • Capital Advisors Ltd bought 906 Roundhill Robotaxi, Autonomous Vehicles & Technology ETF shares in Q3 2026, an estimated $19.6K.
  • Roundhill Robotaxi, Autonomous Vehicles & Technology ETF made up 0.06% of Capital Advisors Ltd's portfolio in Q3 2026, its #167 holding.
  • Capital Advisors Ltd first reported a position in Roundhill Robotaxi, Autonomous Vehicles & Technology ETF in Q1 2026 and has held it in 3 quarters since.
  • Capital Advisors Ltd's Roundhill Robotaxi, Autonomous Vehicles & Technology ETF position peaked at $648K in Q2 2026.
  • 1 fund tracked by Wall St. Rank held Roundhill Robotaxi, Autonomous Vehicles & Technology ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.