Sound Income Strategies’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sound Income Strategies’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-509	Closed	-$17.3K	–	722
2026 Q1	$17.3K	Hold	509	–	–	﹤0.01%	1254
2025 Q4	$19.5K	Buy	509 +319	+168%	+$11.6K	﹤0.01%	1170
2025 Q3	$7.09K	Hold	190	–	–	﹤0.01%	1085
2025 Q2	$6.19K	Hold	190	–	–	﹤0.01%	1041
2025 Q1	$5.4K	Hold	190	–	–	﹤0.01%	1045
2024 Q4	$6.06K	Hold	190	–	–	﹤0.01%	953
2024 Q3	$6.1K	Buy	190 +1	+0.5%	+$31	﹤0.01%	907
2024 Q2	$5.84K	Buy	+189	New	+$5.83K	﹤0.01%	908
2023 Q4	–	Sell	-97	Closed	-$2.4K	–	1333
2023 Q3	$2.4K	Buy	+97	New	+$2.62K	﹤0.01%	877
2020 Q2	–	Sell	-112	Closed	-$2K	–	783
2020 Q1	$2K	Sell	112 -21	-16%	-$433	﹤0.01%	573
2019 Q4	$3K	Hold	133	–	–	﹤0.01%	512
2019 Q3	$3K	Hold	133	–	–	﹤0.01%	477
2019 Q2	$3K	Hold	133	–	–	﹤0.01%	487
2019 Q1	$3K	Hold	133	–	–	﹤0.01%	487
2018 Q4	$2K	Hold	133	–	–	﹤0.01%	521
2018 Q3	$3K	Hold	133	–	–	﹤0.01%	494
2018 Q2	$3K	Hold	133	–	–	﹤0.01%	460
2018 Q1	$3K	Hold	133	–	–	﹤0.01%	430
2017 Q4	$3K	Buy	+133	New	+$3.12K	﹤0.01%	358

Other funds holding BOTZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sound Income Strategies's BOTZ Position: Q2 2026 in Review

Sound Income Strategies sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 509 shares — an estimated $17.3K sold.

Sound Income Strategies first reported a position in BOTZ in Q4 2017 and held it in 19 quarters. The position peaked at $19.5K in Q4 2025. 338 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Sound Income Strategies reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 509 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $17.3K.
Sound Income Strategies first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 19 quarters.
Sound Income Strategies's Global X Robotics & Artificial Intelligence ETF position peaked at $19.5K in Q4 2025.
338 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.