Central Valley Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Central Valley 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	–	Sell	-2,376	Closed	-$204K	–	186
2026 Q2	$204K	Buy	+2,376	New	+$195K	0.05%	190
2024 Q4	–	Sell	-3,613	Closed	-$206K	–	144
2024 Q3	$206K	Sell	3,613 -971	-21%	-$53.1K	0.12%	129
2024 Q2	$314K	Sell	4,584 -126	-3%	-$7.02K	0.13%	93
2024 Q1	$276K	Sell	4,710 -299	-6%	-$16.9K	0.14%	117
2023 Q4	$287K	Buy	+5,009	New	+$256K	0.17%	112

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Central Valley Advisors's ROBO Position: Q3 2026 in Review

Central Valley Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026, closing a stake of 2,376 shares — an estimated $204K sold.

Central Valley Advisors first reported a position in ROBO in Q4 2023 and held it in 5 quarters. The position peaked at $314K in Q2 2024. 185 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

Central Valley Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 2,376 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $204K.
Central Valley Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and held it in 5 quarters.
Central Valley Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $314K in Q2 2024.
185 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.