Cedar Mountain Advisors
ROBO icon

Cedar Mountain Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cedar Mountain Advisors’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 		$17.1K Hold
212
– – ﹤0.01% 340
2026
Q2 		$18.2K Buy
212
+141
+199% +$11.6K ﹤0.01% 365
2026
Q1 		$4.82K Sell
71
-141
-67% -$10.4K ﹤0.01% 667
2025
Q4 		$14.7K Buy
212
+1
+0.5% +$68 ﹤0.01% 218
2025
Q3 		$13.8K Hold
211
– – ﹤0.01% 230
2025
Q2 		$12.6K Hold
211
– – ﹤0.01% 195
2025
Q1 		$10.9K Buy
211
+171
+428% +$9.8K ﹤0.01% 199
2024
Q4 		$2.26K Hold
40
– – ﹤0.01% 306
2024
Q3 		$2.28K Hold
40
– – ﹤0.01% 280
2024
Q2 		$2.2K Hold
40
– – ﹤0.01% 269
2024
Q1 		$2.35K Hold
40
– – ﹤0.01% 273
2023
Q4 		$2.29K Hold
40
– – ﹤0.01% 258
2023
Q3 		$2.01K Hold
40
– – ﹤0.01% 257
2023
Q2 		$2.34K Buy
+40
New +$2.2K ﹤0.01% 241

Other funds holding ROBO

Annex Advisory Services
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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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Clay Northam Wealth Management
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Cedar Mountain Advisors's ROBO Position: Q3 2026 in Review

Cedar Mountain Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q3 2026 at 212 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Cedar Mountain Advisors first reported a position in ROBO in Q2 2023 and has held it in 14 quarters since. The position peaked at $18.2K in Q2 2026. 54 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Cedar Mountain Advisors held 212 shares of ROBO Global Robotics & Automation Index ETF worth $17.1K as of Q3 2026.
  • Cedar Mountain Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q3 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #340 holding.
  • Cedar Mountain Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and has held it in 14 quarters since.
  • Cedar Mountain Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $18.2K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.