Vigilare Wealth Management
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Vigilare Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Vigilare Wealth 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 		$297K Buy
3,690
+22
+0.6% +$1.78K 0.09% 96
2026
Q2 		$314K Hold
3,668
– – 0.1% 94
2026
Q1 		$251K Hold
3,668
– – 0.08% 93
2025
Q4 		$254K Buy
3,668
+1
+0% +$68 0.09% 105
2025
Q3 		$240K Hold
3,667
– – 0.08% 109
2025
Q2 		$219K Buy
+3,667
New +$196K 0.08% 114
2025
Q1 		– Sell
-3,667
Closed -$206K – 104
2024
Q4 		$206K Buy
3,667
+1
+0% +$57 0.08% 88
2024
Q3 		$209K Sell
3,666
-1
-0% -$55 0.08% 85
2024
Q2 		$202K Sell
3,667
-280
-7% -$15.6K 0.09% 89
2024
Q1 		$231K Hold
3,947
– – 0.11% 86
2023
Q4 		$226K Sell
3,947
-93
-2% -$4.75K 0.12% 91
2023
Q3 		$203K Hold
4,040
– – 0.13% 81
2023
Q2 		$237K Hold
4,040
– – 0.14% 83
2023
Q1 		$221K Buy
+4,040
New +$211K 0.12% 94
2022
Q2 		– Sell
-4,040
Closed -$235K – 144
2022
Q1 		$235K Hold
4,040
– – 0.19% 118
2021
Q4 		$283K Sell
4,040
-200
-5% -$13.7K 0.17% 142
2021
Q3 		$273K Buy
4,240
+235
+6% +$15.6K 0.17% 151
2021
Q2 		$261K Buy
4,005
+74
+2% +$4.74K 0.16% 166
2021
Q1 		$250K Buy
3,931
+604
+18% +$39.7K 0.18% 156
2020
Q4 		$203K Buy
+3,327
New +$180K 0.19% 138

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Vigilare Wealth Management's ROBO Position: Q3 2026 in Review

Vigilare Wealth Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.6% in Q3 2026, buying an estimated $1.78K and bringing the position to 3,690 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #96.

Vigilare Wealth Management first reported a position in ROBO in Q4 2020 and has held it in 20 quarters since. The position peaked at $314K in Q2 2026. 163 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Vigilare Wealth Management held 3,690 shares of ROBO Global Robotics & Automation Index ETF worth $297K as of Q3 2026.
  • Vigilare Wealth Management bought 22 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $1.78K.
  • ROBO Global Robotics & Automation Index ETF made up 0.09% of Vigilare Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Vigilare Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 20 quarters since.
  • Vigilare Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $314K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.