TRUE Private Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

TRUE Private Wealth 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	–	Sell	-25,976	Closed	-$2.23M	–	300
2026 Q2	$2.23M	Sell	25,976 -502	-2%	-$41.2K	0.19%	76
2026 Q1	$1.81M	Buy	+26,478	New	+$1.94M	0.17%	76
2018 Q4	–	Sell	-16,453	Closed	-$689K	–	769
2018 Q3	$689K	Sell	16,453 -160	-1%	-$6.59K	0.1%	142
2018 Q2	$664K	Sell	16,613 -1,332	-7%	-$55.2K	0.1%	128
2018 Q1	$750K	Buy	17,945 +3,611	+25%	+$156K	0.13%	101
2017 Q4	$592K	Buy	+14,334	New	+$581K	0.1%	112

Other funds holding ROBO

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

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 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

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

TRUE Private Wealth Advisors's ROBO Position: Q3 2026 in Review

TRUE Private Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026, closing a stake of 25,976 shares — an estimated $2.23M sold.

TRUE Private Wealth Advisors first reported a position in ROBO in Q4 2017 and held it in 6 quarters. The position peaked at $2.23M in Q2 2026. 73 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

TRUE Private Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 25,976 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $2.23M.
TRUE Private Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 6 quarters.
TRUE Private Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $2.23M in Q2 2026.
73 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.