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

Capital Analysts LLC’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
Q1 		$14K Hold
200
– – ﹤0.01% 1203
2025
Q4 		$14K Hold
200
– – ﹤0.01% 1178
2025
Q3 		$13K Hold
200
– – ﹤0.01% 1156
2025
Q2 		$12K Hold
200
– – ﹤0.01% 1116
2025
Q1 		$10K Sell
200
-56
-22% -$3.21K ﹤0.01% 1126
2024
Q4 		$14K Sell
256
-883
-78% -$50.2K ﹤0.01% 1005
2024
Q3 		$65K Sell
1,139
-183
-14% -$10K ﹤0.01% 670
2024
Q2 		$73K Sell
1,322
-418
-24% -$23.3K ﹤0.01% 635
2024
Q1 		$102K Sell
1,740
-834
-32% -$47.2K ﹤0.01% 545
2023
Q4 		$147K Buy
2,574
+775
+43% +$39.6K 0.01% 470
2023
Q3 		$91K Buy
+1,799
New +$98.8K 0.01% 502
2023
Q1 		– Sell
-200
Closed -$9K – 1065
2022
Q4 		$9K Sell
200
-1,100
-85% -$50.2K ﹤0.01% 870
2022
Q3 		$54K Hold
1,300
– – ﹤0.01% 551
2022
Q2 		$58K Hold
1,300
– – ﹤0.01% 531
2022
Q1 		$76K Sell
1,300
-100
-7% -$6.09K ﹤0.01% 487
2021
Q4 		$98K Sell
1,400
-400
-22% -$27.3K 0.01% 449
2021
Q3 		$116K Hold
1,800
– – 0.01% 425
2021
Q2 		$117K Sell
1,800
-149
-8% -$9.54K 0.01% 416
2021
Q1 		$123K Buy
1,949
+1,449
+290% +$95.3K 0.01% 419
2020
Q4 		$30K Buy
+500
New +$27.1K ﹤0.01% 471

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Capital Analysts LLC's ROBO Position: Q1 2026 in Review

Capital Analysts LLC held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 200 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Capital Analysts LLC first reported a position in ROBO in Q4 2020 and has held it in 20 quarters since. The position peaked at $147K in Q4 2023. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Capital Analysts LLC held 200 shares of ROBO Global Robotics & Automation Index ETF worth $14K as of Q1 2026.
  • Capital Analysts LLC left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1203 holding.
  • Capital Analysts LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 20 quarters since.
  • Capital Analysts LLC's ROBO Global Robotics & Automation Index ETF position peaked at $147K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.