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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
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

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
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Physician Wealth Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 1,250 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #301.

Physician Wealth Advisors first reported a position in ROBO in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Physician Wealth Advisors held 1,250 shares of ROBO Global Robotics & Automation Index ETF worth $107K as of Q2 2026.
  • Physician Wealth Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • Physician Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.