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

Clearwater Capital 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
Q1 		$255K Sell
3,733
-85
-2% -$6.24K 0.02% 153
2025
Q4 		$265K Hold
3,818
– – 0.02% 147
2025
Q3 		$250K Hold
3,818
– – 0.02% 154
2025
Q2 		$228K Buy
+3,818
New +$204K 0.02% 150
2025
Q1 		– Sell
-3,818
Closed -$215K – 175
2024
Q4 		$215K Sell
3,818
-6,504
-63% -$370K 0.02% 162
2024
Q3 		$589K Sell
10,322
-959
-9% -$52.5K 0.06% 100
2024
Q2 		$622K Sell
11,281
-312
-3% -$17.4K 0.07% 85
2024
Q1 		$680K Hold
11,593
– – 0.07% 81
2023
Q4 		$664K Sell
11,593
-22
-0.2% -$1.12K 0.07% 81
2023
Q3 		$585K Hold
11,615
– – 0.07% 77
2023
Q2 		$680K Sell
11,615
-800
-6% -$44K 0.08% 74
2023
Q1 		$679K Sell
12,415
-162
-1% -$8.45K 0.08% 75
2022
Q4 		$583K Sell
12,577
-2,842
-18% -$130K 0.08% 87
2022
Q3 		$637K Sell
15,419
-276
-2% -$13.1K 0.09% 86
2022
Q2 		$705K Buy
15,695
+290
+2% +$14.5K 0.1% 79
2022
Q1 		$898K Hold
15,405
– – 0.1% 78
2021
Q4 		$1.08M Sell
15,405
-30
-0.2% -$2.05K 0.12% 77
2021
Q3 		$994K Hold
15,435
– – 0.12% 79
2021
Q2 		$1.01M Hold
15,435
– – 0.12% 78
2021
Q1 		$980K Sell
15,435
-1,052
-6% -$69.2K 0.12% 75
2020
Q4 		$1M Sell
16,487
-300
-2% -$16.2K 0.13% 72
2020
Q3 		$808K Sell
16,787
-798
-5% -$37.3K 0.13% 76
2020
Q2 		$765K Buy
17,585
+2,216
+14% +$88.1K 0.13% 78
2020
Q1 		$516K Sell
15,369
-7,102
-32% -$279K 0.11% 93
2019
Q4 		$944K Hold
22,471
– – 0.16% 94
2019
Q3 		$862K Hold
22,471
– – 0.15% 109
2019
Q2 		$897K Hold
22,471
– – 0.16% 115
2019
Q1 		$870K Hold
22,471
– – 0.16% 118
2018
Q4 		$731K Buy
+22,471
New +$814K 0.16% 125
2018
Q2 		– Sell
-359
Closed -$15K – 476
2018
Q1 		$15K Buy
+359
New +$15.6K ﹤0.01% 429

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Clearwater Capital Advisors's ROBO Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.2% in Q1 2026, selling an estimated $6.24K and leaving 3,733 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #153.

Clearwater Capital Advisors first reported a position in ROBO in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.08M in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Clearwater Capital Advisors held 3,733 shares of ROBO Global Robotics & Automation Index ETF worth $255K as of Q1 2026.
  • Clearwater Capital Advisors sold 85 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $6.24K.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #153 holding.
  • Clearwater Capital Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and has held it in 30 quarters since.
  • Clearwater Capital Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $1.08M in Q4 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.