IFP Advisors’s RoboStrategy Inc BOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$20K Buy
763
+50
+7% +$1.44K ﹤0.01% 2960
2026
Q2
$28.3K Buy
+713
New +$22K ﹤0.01% 2748

Other funds holding BOT

IFP Advisors's BOT Position: Q3 2026 in Review

IFP Advisors increased its RoboStrategy Inc (BOT) stake by 7% in Q3 2026, buying an estimated $1.44K and bringing the position to 763 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

IFP Advisors first reported a position in BOT in Q2 2026 and has held it in 2 quarters since. The position peaked at $28.3K in Q2 2026. 3 funds tracked by Wall St. Rank hold BOT as of Q3 2026.

  • IFP Advisors held 763 shares of RoboStrategy Inc worth $20K as of Q3 2026.
  • IFP Advisors bought 50 RoboStrategy Inc shares in Q3 2026, an estimated $1.44K.
  • RoboStrategy Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2960 holding.
  • IFP Advisors first reported a position in RoboStrategy Inc in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's RoboStrategy Inc position peaked at $28.3K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held RoboStrategy Inc as of Q3 2026.

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