Triumph Capital Management
ROBO icon

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
Q3 		$27.4K Buy
341
+4
+1% +$323 ﹤0.01% 874
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Triumph Capital Management's ROBO Position: Q3 2026 in Review

Triumph Capital Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.2% in Q3 2026, buying an estimated $323 and bringing the position to 341 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Triumph Capital Management first reported a position in ROBO in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.9K in Q2 2026. 135 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Triumph Capital Management held 341 shares of ROBO Global Robotics & Automation Index ETF worth $27.4K as of Q3 2026.
  • Triumph Capital Management bought 4 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $323.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #874 holding.
  • Triumph Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $28.9K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.