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Sound Income Strategies’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-271
Closed -$19K – 1988
2026
Q1 		$19K Hold
271
– – ﹤0.01% 1208
2025
Q4 		$20.1K Buy
271
+232
+595% +$15.9K ﹤0.01% 1152
2025
Q3 		$2.68K Hold
39
– – ﹤0.01% 1303
2025
Q2 		$2.33K Sell
39
-61
-61% -$3.27K ﹤0.01% 1239
2025
Q1 		$5.15K Hold
100
– – ﹤0.01% 1053
2024
Q4 		$5.63K Hold
100
– – ﹤0.01% 962
2024
Q3 		$5.71K Hold
100
– – ﹤0.01% 929
2024
Q2 		$5.51K Hold
100
– – ﹤0.01% 919
2024
Q1 		$5.86K Hold
100
– – ﹤0.01% 876
2023
Q4 		$5.73K Sell
100
-13
-12% -$663 ﹤0.01% 865
2023
Q3 		$5.69K Hold
113
– – ﹤0.01% 727
2023
Q2 		$6.62K Hold
113
– – ﹤0.01% 682
2023
Q1 		$6.18K Hold
113
– – ﹤0.01% 663
2022
Q4 		$5.24K Sell
113
-40
-26% -$1.83K ﹤0.01% 642
2022
Q3 		$6K Hold
153
– – ﹤0.01% 565
2022
Q2 		$7K Buy
153
+140
+1,077% +$7K ﹤0.01% 536
2022
Q1 		$1K Hold
13
– – ﹤0.01% 829
2021
Q4 		$1K Hold
13
– – ﹤0.01% 799
2021
Q3 		$1K Hold
13
– – ﹤0.01% 778
2021
Q2 		$1K Buy
+13
New +$833 ﹤0.01% 822
2020
Q2 		– Sell
-19
Closed -$1K – 860
2020
Q1 		$1K Hold
19
– – ﹤0.01% 699
2019
Q4 		$1K Hold
19
– – ﹤0.01% 656
2019
Q3 		$1K Hold
19
– – ﹤0.01% 620
2019
Q2 		$1K Hold
19
– – ﹤0.01% 621
2019
Q1 		$1K Hold
19
– – ﹤0.01% 626
2018
Q4 		$1K Hold
19
– – ﹤0.01% 617
2018
Q3 		$1K Hold
19
– – ﹤0.01% 637
2018
Q2 		$1K Hold
19
– – ﹤0.01% 572
2018
Q1 		$1K Hold
19
– – ﹤0.01% 544
2017
Q4 		$1K Buy
+19
New +$770 ﹤0.01% 473

Other funds holding ROBO

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

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

Sound Income Strategies sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 271 shares — an estimated $19K sold.

Sound Income Strategies first reported a position in ROBO in Q4 2017 and held it in 30 quarters. The position peaked at $20.1K in Q4 2025. 240 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Sound Income Strategies reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 271 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $19K.
  • Sound Income Strategies first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 30 quarters.
  • Sound Income Strategies's ROBO Global Robotics & Automation Index ETF position peaked at $20.1K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

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