Capital Square
ROBO icon

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

Capital Square’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 		$251K Sell
3,123
-202
-6% -$16.3K 0.11% 189
2026
Q2 		$276K Sell
3,325
-20
-0.6% -$1.64K 0.12% 182
2026
Q1 		$268K Buy
+3,345
New +$246K 0.12% 175

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
Hyposwiss Advisors
Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return

Capital Square's ROBO Position: Q3 2026 in Review

Capital Square reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 6.1% in Q3 2026, selling an estimated $16.3K and leaving 3,123 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #189.

Capital Square first reported a position in ROBO in Q1 2026 and has held it in 3 quarters since. The position peaked at $276K in Q2 2026. 91 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Capital Square held 3,123 shares of ROBO Global Robotics & Automation Index ETF worth $251K as of Q3 2026.
  • Capital Square sold 202 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $16.3K.
  • ROBO Global Robotics & Automation Index ETF made up 0.11% of Capital Square's portfolio in Q3 2026, its #189 holding.
  • Capital Square first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Capital Square's ROBO Global Robotics & Automation Index ETF position peaked at $276K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.