CA
RR icon

CoreCap Advisors’s Richtech Robotics RR Stock Holding History

CoreCap Advisors’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72K Buy
+1,288
New +$3.13K ﹤0.01% 2459
2025
Q4 		– Sell
-1,784
Closed -$7.65K – 3043
2025
Q3 		$7.65K Buy
+1,784
New +$4.69K ﹤0.01% 2048

Other funds holding RR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $260M AUM
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return