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Comprehensive Financial Consultants Institutional’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Comprehensive Financial Consultants Institutional’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 Hold
3,661
– – 0.08% 166
2026
Q1 		$251K Hold
3,661
– – 0.07% 176
2025
Q4 		$254K Sell
3,661
-212
-5% -$14.5K 0.08% 173
2025
Q3 		$254K Sell
3,873
-633
-14% -$40K 0.08% 169
2025
Q2 		$269K Hold
4,506
– – 0.09% 164
2025
Q1 		$232K Sell
4,506
-3,408
-43% -$195K 0.08% 167
2024
Q4 		$445K Sell
7,914
-1,530
-16% -$87K 0.16% 125
2024
Q3 		$539K Sell
9,444
-2,579
-21% -$141K 0.2% 120
2024
Q2 		$662K Hold
12,023
– – 0.26% 105
2024
Q1 		$705K Buy
12,023
+200
+2% +$11.3K 0.29% 103
2023
Q4 		$677K Sell
11,823
-110
-0.9% -$5.61K 0.32% 100
2023
Q3 		$601K Hold
11,933
– – 0.32% 101
2023
Q2 		$709K Buy
11,933
+345
+3% +$19K 0.37% 92
2023
Q1 		$634K Buy
11,588
+90
+0.8% +$4.7K 0.36% 98
2022
Q4 		$581K Buy
11,498
+25
+0.2% +$1.14K 0.35% 102
2022
Q3 		$479K Sell
11,473
-600
-5% -$28.4K 0.32% 107
2022
Q2 		$540K Sell
12,073
-315
-3% -$15.7K 0.38% 99
2022
Q1 		$603K Hold
12,388
– – 0.42% 92
2021
Q4 		$743K Buy
+12,388
New +$846K 0.48% 77

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

Comprehensive Financial Consultants Institutional's ROBO Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 3,661 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #166.

Comprehensive Financial Consultants Institutional first reported a position in ROBO in Q4 2021 and has held it in 19 quarters since. The position peaked at $743K in Q4 2021. 45 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 3,661 shares of ROBO Global Robotics & Automation Index ETF worth $314K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #166 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's ROBO Global Robotics & Automation Index ETF position peaked at $743K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.