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Powell Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Powell Investment 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 		– Sell
-838
Closed -$57.3K – 177
2026
Q1 		$57.3K Buy
838
+84
+11% +$6.17K 0.02% 163
2025
Q4 		$52.3K Buy
754
+95
+14% +$6.5K 0.02% 160
2025
Q3 		$43.2K Buy
659
+408
+163% +$25.8K 0.02% 162
2025
Q2 		$15K Buy
+251
New +$13.4K 0.01% 163

Other funds holding ROBO

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
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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Powell Investment Advisors's ROBO Position: Q2 2026 in Review

Powell Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 838 shares — an estimated $57.3K sold.

Powell Investment Advisors first reported a position in ROBO in Q2 2025 and held it in 4 quarters. The position peaked at $57.3K in Q1 2026. 190 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Powell Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
  • Powell Investment Advisors sold 838 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $57.3K.
  • Powell Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and held it in 4 quarters.
  • Powell Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $57.3K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

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