SIS
SERV

Sound Income Strategies’s Serve Robotics SERV Stock Holding History

Sound Income Strategies’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$841 – 2467
2026
Q1 		$841 Hold
100
– – ﹤0.01% 2338
2025
Q4 		$1.48K Buy
+100
New +$1.2K ﹤0.01% 2211

Other funds holding SERV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Sound Income Strategies sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 100 shares — an estimated $841 sold.

Sound Income Strategies first reported a position in SERV in Q4 2025 and held it in 2 quarters. The position peaked at $1.48K in Q4 2025. 45 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Sound Income Strategies reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 100 Serve Robotics shares in Q2 2026, an estimated $841.
  • Sound Income Strategies first reported a position in Serve Robotics in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Serve Robotics position peaked at $1.48K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

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