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Robostrategy shares owned by Private Advisor

Quarter-by-quarter ownership of Robostrategy shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Robostrategy

Tip: Access up to 7 years of quarterly data

All positions including Robostrategy held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Robostrategy by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 5.4k 39.75

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Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Private Advisor

Top funds holding Robostrategy

Frigate Ventures
Feynman Point Asset Management
Susquehanna International
Jane Street
Citadel Advisors
UBS Group
Millennium Management
Scientech Research
Point72 Asset Management
Geode Capital Management
Two Sigma Securities
Pathstone Holdings
Signature
Private Advisor
Simplex Trading

View all funds holding Robostrategy