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Toth Financial Advisory’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Toth Financial Advisory’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 		$29K Hold
360
– – ﹤0.01% 457
2026
Q2 		$30.8K Hold
360
– – ﹤0.01% 446
2026
Q1 		$24.6K Hold
360
– – ﹤0.01% 461
2025
Q4 		$25K Hold
360
– – ﹤0.01% 451
2025
Q3 		$23.6K Hold
360
– – ﹤0.01% 450
2025
Q2 		$21.5K Hold
360
– – ﹤0.01% 423
2025
Q1 		$18.5K Hold
360
– – ﹤0.01% 407
2024
Q4 		$20.3K Hold
360
– – ﹤0.01% 395
2024
Q3 		$20.5K Hold
360
– – ﹤0.01% 381
2024
Q2 		$19.8K Hold
360
– – ﹤0.01% 393
2024
Q1 		$21.1K Hold
360
– – ﹤0.01% 382
2023
Q4 		$20.6K Hold
360
– – ﹤0.01% 387
2023
Q3 		$18.1K Hold
360
– – ﹤0.01% 384
2023
Q2 		$21.1K Hold
360
– – ﹤0.01% 383
2023
Q1 		$19.7K Buy
+360
New +$18.8K ﹤0.01% 386
2018
Q2 		– Sell
-100
Closed -$4K – 457
2018
Q1 		$4K Hold
100
– – ﹤0.01% 374
2017
Q4 		$4K Buy
+100
New +$4.05K ﹤0.01% 371

Other funds holding ROBO

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's ROBO Position: Q3 2026 in Review

Toth Financial Advisory held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q3 2026 at 360 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Toth Financial Advisory first reported a position in ROBO in Q4 2017 and has held it in 17 quarters since. The position peaked at $30.8K in Q2 2026. 14 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Toth Financial Advisory held 360 shares of ROBO Global Robotics & Automation Index ETF worth $29K as of Q3 2026.
  • Toth Financial Advisory 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 Toth Financial Advisory's portfolio in Q3 2026, its #457 holding.
  • Toth Financial Advisory first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 17 quarters since.
  • Toth Financial Advisory's ROBO Global Robotics & Automation Index ETF position peaked at $30.8K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.