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Triumph Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Triumph Capital Management’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 		$28.9K Buy
337
+16
+5% +$1.31K 0.01% 828
2026
Q1 		$22K Buy
321
+7
+2% +$514 ﹤0.01% 860
2025
Q4 		$21.8K Buy
+314
New +$21.5K ﹤0.01% 835

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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
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

Triumph Capital Management's ROBO Position: Q2 2026 in Review

Triumph Capital Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 5% in Q2 2026, buying an estimated $1.31K and bringing the position to 337 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #828.

Triumph Capital Management first reported a position in ROBO in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Triumph Capital Management held 337 shares of ROBO Global Robotics & Automation Index ETF worth $28.9K as of Q2 2026.
  • Triumph Capital Management bought 16 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $1.31K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #828 holding.
  • Triumph Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.