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Colonial Trust Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Colonial Trust 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 		$10.2K Hold
119
– – ﹤0.01% 576
2026
Q1 		$8.14K Buy
+119
New +$8.74K ﹤0.01% 557
2024
Q2 		– Sell
-184
Closed -$10.8K – 970
2024
Q1 		$10.8K Buy
+184
New +$10.4K ﹤0.01% 581

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Colonial Trust Advisors's ROBO Position: Q2 2026 in Review

Colonial Trust Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 119 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Colonial Trust Advisors first reported a position in ROBO in Q1 2024 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2024. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Colonial Trust Advisors held 119 shares of ROBO Global Robotics & Automation Index ETF worth $10.2K as of Q2 2026.
  • Colonial Trust Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #576 holding.
  • Colonial Trust Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and has held it in 3 quarters since.
  • Colonial Trust Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $10.8K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.