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BOLTON SECURITIES CORPORATION’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$143K Buy
1,775
+125
+8% +$10.1K 0.01% 1015
2026
Q2 		$141K Hold
1,650
– – 0.01% 1014
2026
Q1 		$113K Buy
+1,650
New +$121K 0.01% 984
2025
Q3 		$54.4K Buy
+830
New +$52.5K ﹤0.01% 1121
2025
Q1 		$42.7K Buy
+830
New +$47.6K ﹤0.01% 1091

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 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

BOLTON SECURITIES CORPORATION's ROBO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 7.6% in Q3 2026, buying an estimated $10.1K and bringing the position to 1,775 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #1015.

BOLTON SECURITIES CORPORATION first reported a position in ROBO in Q1 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,775 shares of ROBO Global Robotics & Automation Index ETF worth $143K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 125 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $10.1K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1015 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.