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

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 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. 51 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.
51 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.