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International Assets Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

International Assets Investment Management’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 		$106K Sell
1,236
-320
-21% -$26.3K 0.01% 1074
2026
Q1 		$109K Buy
1,556
+945
+155% +$69.4K 0.01% 996
2025
Q4 		$42.3K Buy
+611
New +$41.8K ﹤0.01% 1264
2024
Q4 		– Sell
-28,250
Closed -$495 – 1677
2024
Q3 		$495 Buy
28,250
+27,794
+6,095% +$1.52M ﹤0.01% 1347
2024
Q2 		$25.1K Sell
456
-255
-36% -$14.2K ﹤0.01% 1411
2024
Q1 		$41.3K Buy
+711
New +$40.2K ﹤0.01% 758
2023
Q2 		– Sell
-190
Closed -$10.4K – 833
2023
Q1 		$10.4K Buy
+190
New +$9.91K ﹤0.01% 850
2021
Q2 		– Sell
-860
Closed -$53K – 1593
2021
Q1 		$53K Buy
860
+380
+79% +$25K ﹤0.01% 940
2020
Q4 		$29K Buy
+480
New +$26K 0.01% 1041

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

International Assets Investment Management's ROBO Position: Q2 2026 in Review

International Assets Investment Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 21% in Q2 2026, selling an estimated $26.3K and leaving 1,236 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #1074.

International Assets Investment Management first reported a position in ROBO in Q4 2020 and has held it in 9 quarters since. The position peaked at $109K in Q1 2026. 90 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • International Assets Investment Management held 1,236 shares of ROBO Global Robotics & Automation Index ETF worth $106K as of Q2 2026.
  • International Assets Investment Management sold 320 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $26.3K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1074 holding.
  • International Assets Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 9 quarters since.
  • International Assets Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $109K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.