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Commonwealth Financial Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Commonwealth Financial Services’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 		$314K Buy
3,671
+108
+3% +$8.87K 0.04% 207
2026
Q1 		$244K Buy
+3,563
New +$262K 0.04% 220

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
VH
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
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

Commonwealth Financial Services's ROBO Position: Q2 2026 in Review

Commonwealth Financial Services increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3% in Q2 2026, buying an estimated $8.87K and bringing the position to 3,671 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #207.

Commonwealth Financial Services first reported a position in ROBO in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Commonwealth Financial Services held 3,671 shares of ROBO Global Robotics & Automation Index ETF worth $314K as of Q2 2026.
  • Commonwealth Financial Services bought 108 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $8.87K.
  • ROBO Global Robotics & Automation Index ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #207 holding.
  • Commonwealth Financial Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.