Eagle Strategies’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Eagle Strategies’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	$3.54M	Buy	41,306 +1,357	+3%	+$111K	0.35%	67
2026 Q1	$2.73M	Buy	39,949 +13,080	+49%	+$961K	0.33%	70
2025 Q4	$1.86M	Buy	26,869 +2,253	+9%	+$154K	0.24%	86
2025 Q3	$1.61M	Buy	+24,616	New	+$1.56M	0.22%	97
2024 Q2	–	Sell	-14,581	Closed	-$855K	–	303
2024 Q1	$855K	Buy	+14,581	New	+$825K	0.19%	122

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

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

Eagle Strategies's ROBO Position: Q2 2026 in Review

Eagle Strategies increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3.4% in Q2 2026, buying an estimated $111K and bringing the position to 41,306 shares worth $3.54M. The position accounts for 0.35% of the portfolio, ranked #67.

Eagle Strategies first reported a position in ROBO in Q1 2024 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Eagle Strategies held 41,306 shares of ROBO Global Robotics & Automation Index ETF worth $3.54M as of Q2 2026.
Eagle Strategies bought 1,357 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $111K.
ROBO Global Robotics & Automation Index ETF made up 0.35% of Eagle Strategies's portfolio in Q2 2026, its #67 holding.
Eagle Strategies first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.