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J.W. Cole Advisors’s VanEck Robotics ETF IBOT Stock Holding History

J.W. Cole Advisors’s Portfolio IBOT Stock Details IBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$585K Buy
8,508
+900
+12% +$61.9K 0.01% 956
2026
Q1 		$404K Buy
+7,608
New +$435K 0.01% 549

Other funds holding IBOT

CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IIWM
Investment Insight Wealth Management North Massapequa, New York $115M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

J.W. Cole Advisors's IBOT Position: Q2 2026 in Review

J.W. Cole Advisors increased its VanEck Robotics ETF (IBOT) stake by 12% in Q2 2026, buying an estimated $61.9K and bringing the position to 8,508 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #956.

J.W. Cole Advisors first reported a position in IBOT in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold IBOT as of Q2 2026.

  • J.W. Cole Advisors held 8,508 shares of VanEck Robotics ETF worth $585K as of Q2 2026.
  • J.W. Cole Advisors bought 900 VanEck Robotics ETF shares in Q2 2026, an estimated $61.9K.
  • VanEck Robotics ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #956 holding.
  • J.W. Cole Advisors first reported a position in VanEck Robotics ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.