Stegent Equity Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Stegent Equity 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	$763K	Sell	9,486 -9,437	-50%	-$762K	0.6%	49
2026 Q2	$1.62M	Buy	+18,923	New	+$1.55M	1.16%	32
2022 Q2	–	Sell	-10,192	Closed	-$594K	–	89
2022 Q1	$594K	Sell	10,192 -21,311	-68%	-$1.3M	0.5%	50
2021 Q4	$2.21M	Buy	+31,503	New	+$2.15M	1.79%	23

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Stegent Equity Advisors's ROBO Position: Q3 2026 in Review

Stegent Equity Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 50% in Q3 2026, selling an estimated $762K and leaving 9,486 shares worth $763K. The position accounts for 0.6% of the portfolio, ranked #49.

Stegent Equity Advisors first reported a position in ROBO in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.21M in Q4 2021. 168 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

Stegent Equity Advisors held 9,486 shares of ROBO Global Robotics & Automation Index ETF worth $763K as of Q3 2026.
Stegent Equity Advisors sold 9,437 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $762K.
ROBO Global Robotics & Automation Index ETF made up 0.6% of Stegent Equity Advisors's portfolio in Q3 2026, its #49 holding.
Stegent Equity Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 4 quarters since.
Stegent Equity Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $2.21M in Q4 2021.
168 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.