Concurrent Investment Advisors
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Concurrent Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Concurrent Investment 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
Q3 		$1.04M Buy
+12,893
New +$1.04M 0.01% 1137

Other funds holding ROBO

Annex Advisory Services
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Concurrent Investment Advisors's ROBO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026: 12,893 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #1137 among its holdings.

165 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Concurrent Investment Advisors held 12,893 shares of ROBO Global Robotics & Automation Index ETF worth $1.04M as of Q3 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1137 holding.
  • 165 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.