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

CoreCap 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 		$17.8K Hold
208
– – ﹤0.01% 1848
2026
Q1 		$14.2K Hold
208
– – ﹤0.01% 1807
2025
Q4 		$14.4K Buy
208
+148
+247% +$10.1K ﹤0.01% 1812
2025
Q3 		$3.93K Hold
60
– – ﹤0.01% 2228
2025
Q2 		$3.59K Hold
60
– – ﹤0.01% 2190
2025
Q1 		$3.09K Hold
60
– – ﹤0.01% 2230
2024
Q4 		$3.38K Hold
60
– – ﹤0.01% 2077
2024
Q3 		$3.42K Buy
+60
New +$3.28K ﹤0.01% 2066
2024
Q2 		– Sell
-125
Closed -$7.33K – 2373
2024
Q1 		$7.33K Buy
+125
New +$7.07K ﹤0.01% 1823
2022
Q4 		$5.79K Buy
+125
New +$5.71K ﹤0.01% 1712
2022
Q3 		– Sell
-125
Closed -$6K – 1752
2022
Q2 		$6K Buy
+125
New +$6.25K ﹤0.01% 1635
2022
Q1 		– Sell
-125
Closed -$9K – 1749
2021
Q4 		$9K Buy
+125
New +$8.54K ﹤0.01% 1590

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

CoreCap Advisors's ROBO Position: Q2 2026 in Review

CoreCap Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 208 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

CoreCap Advisors first reported a position in ROBO in Q4 2021 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • CoreCap Advisors held 208 shares of ROBO Global Robotics & Automation Index ETF worth $17.8K as of Q2 2026.
  • CoreCap 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 CoreCap Advisors's portfolio in Q2 2026, its #1848 holding.
  • CoreCap Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 12 quarters since.
  • 49 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.