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 Q2	$18.2K	Buy	212 +141	+199%	+$11.6K	﹤0.01%	365
2026 Q1	$4.83K	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

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

RFW

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cedar Mountain Advisors's ROBO Position: Q2 2026 in Review

Cedar Mountain Advisors increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 199% in Q2 2026, buying an estimated $11.6K and bringing the position to 212 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Cedar Mountain Advisors first reported a position in ROBO in Q2 2023 and has held it in 13 quarters since. 45 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Cedar Mountain Advisors held 212 shares of ROBO Global Robotics & Automation Index ETF worth $18.2K as of Q2 2026.
Cedar Mountain Advisors bought 141 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $11.6K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #365 holding.
Cedar Mountain Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and has held it in 13 quarters since.
45 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.