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Independent Financial Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Independent Financial Group’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 		$230K Buy
+2,689
New +$221K ﹤0.01% 1398
2023
Q4 		– Sell
-4,880
Closed -$246K – 1000
2023
Q3 		$246K Buy
+4,880
New +$268K 0.02% 757

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

Independent Financial Group's ROBO Position: Q2 2026 in Review

Independent Financial Group opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,689 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in ROBO as recently as Q3 2023.

Independent Financial Group first reported a position in ROBO in Q3 2023 and has held it in 2 quarters since. The position peaked at $246K in Q3 2023. 45 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Independent Financial Group held 2,689 shares of ROBO Global Robotics & Automation Index ETF worth $230K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Independent Financial Group position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1398 holding.
  • Independent Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 2 quarters since.
  • Independent Financial Group's ROBO Global Robotics & Automation Index ETF position peaked at $246K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.