Kingswood Wealth Advisors’s VanEck Robotics ETF IBOT Stock Holding History

Kingswood Wealth 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	$328K	Buy	+4,770	New	+$328K	0.01%	745

Other funds holding IBOT

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Investment Insight Wealth Management North Massapequa, New York $115M AUM

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

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Kingswood Wealth Advisors's IBOT Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in VanEck Robotics ETF (IBOT) in Q2 2026: 4,770 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #745 among its holdings.

12 funds tracked by Wall St. Rank hold IBOT as of Q2 2026.

Kingswood Wealth Advisors held 4,770 shares of VanEck Robotics ETF worth $328K as of Q2 2026.
VanEck Robotics ETF was a new Kingswood Wealth Advisors position in Q2 2026.
VanEck Robotics ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #745 holding.
12 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.