IWA
ROBO icon

Invera Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Invera Wealth Advisors’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 		$3.11M Buy
36,306
+11,934
+49% +$980K 1.67% 19
2026
Q1 		$1.67M Buy
+24,372
New +$1.79M 1.07% 28

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Invera Wealth Advisors's ROBO Position: Q2 2026 in Review

Invera Wealth Advisors increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 49% in Q2 2026, buying an estimated $980K and bringing the position to 36,306 shares worth $3.11M. The position accounts for 1.67% of the portfolio, ranked #19.

Invera Wealth Advisors first reported a position in ROBO in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Invera Wealth Advisors held 36,306 shares of ROBO Global Robotics & Automation Index ETF worth $3.11M as of Q2 2026.
  • Invera Wealth Advisors bought 11,934 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $980K.
  • ROBO Global Robotics & Automation Index ETF made up 1.67% of Invera Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Invera Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.