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 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%	-$7.03K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Central Valley Advisors's ROBO Position: Q2 2026 in Review

Central Valley Advisors opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,376 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings. This is a return to the name: Central Valley Advisors previously reported a position in ROBO as recently as Q3 2024.

Central Valley Advisors first reported a position in ROBO in Q4 2023 and has held it in 5 quarters since. The position peaked at $314K in Q2 2024. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Central Valley Advisors held 2,376 shares of ROBO Global Robotics & Automation Index ETF worth $204K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Central Valley Advisors position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.05% of Central Valley Advisors's portfolio in Q2 2026, its #190 holding.
Central Valley Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 5 quarters since.
Central Valley Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $314K in Q2 2024.
321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.