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

Physician 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
Q3 		$101K Hold
1,250
– – 0.01% 323
2026
Q2 		$107K Hold
1,250
– – 0.01% 301
2026
Q1 		$85.5K Hold
1,250
– – 0.01% 306
2025
Q4 		$86.6K Hold
1,250
– – 0.01% 296
2025
Q3 		$82K Hold
1,250
– – 0.01% 300
2025
Q2 		$74.7K Hold
1,250
– – 0.01% 295
2025
Q1 		$64.4K Hold
1,250
– – 0.01% 300
2024
Q4 		$70.3K Buy
+1,250
New +$71.1K 0.01% 299

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
Hyposwiss Advisors
Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Physician Wealth Advisors's ROBO Position: Q3 2026 in Review

Physician Wealth Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q3 2026 at 1,250 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #323.

Physician Wealth Advisors first reported a position in ROBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $107K in Q2 2026. 83 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Physician Wealth Advisors held 1,250 shares of ROBO Global Robotics & Automation Index ETF worth $101K as of Q3 2026.
  • Physician Wealth Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q3 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #323 holding.
  • Physician Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $107K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.