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

Capital Advisors Ltd’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 		$252K Buy
+2,940
New +$241K 0.03% 282

Other funds holding ROBO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Capital Advisors Ltd's ROBO Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,940 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings.

64 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Capital Advisors Ltd held 2,940 shares of ROBO Global Robotics & Automation Index ETF worth $252K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Capital Advisors Ltd position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #282 holding.
  • 64 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.