Sound Income Strategies, LLC Purchases in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
10
+ 40.0%
$71.14 - $105.62 $711 - $1.06K
35 $3K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17
+ 4.97%
$51.68 - $52.76 $879 - $897
359 $18K
FHN
First Horizon Corp

Financial Services
1
+ 0.26%
$16.21 - $21.2 $16.2 - $21.2
381 $8K
DGRO
Ishares Core Dividend Growth E

ETFs
2
+ 0.49%
$55.22 - $63.94 $110 - $128
411 $26K
INVH
Invitation Homes Inc.

Real Estate
55
New
$30.53 - $35.47 $1.68K - $1.95K
55 $1K
FQAL
Fidelity Covington Tr Quality

ETFs
17
New
$57.29 - $69.19 $974 - $1.18K
17 $1K
PDT
John Hancock Premium Dividend Fund

Financial Services
18
+ 0.7%
$11.7 - $13.23 $211 - $238
2.59K $34K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
80
New
$18.54 - $19.95 $1.48K - $1.6K
80 $1K
INTC
Intel Corp

Technology
145
+ 2.03%
$18.13 - $22.69 $2.63K - $3.29K
7.3K $163K
PODD
Insulet Corp

Healthcare
5
New
$238.57 - $327.47 $1.19K - $1.64K
5 $1K
EA
Electronic Arts Inc.

Communication Services
5
+ 16.67%
$132.53 - $159.7 $663 - $799
35 $5K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5
+ 1.25%
$59.8 - $60.07 $299 - $300
405 $24K
DASH
Door Dash, Inc.

Communication Services
5
New
$163.16 - $246.51 $816 - $1.23K
5 $1K
HYDB
Ishares Tr Edge High Yield Def

ETFs
14
+ 1.3%
$44.64 - $47.48 $625 - $665
1.09K $51K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
36
New
$33.46 - $41.33 $1.2K - $1.49K
36 $1K
EQIX
Equinix Inc

Real Estate
1
+ 50.0%
$740.07 - $914.43 $740 - $914
3 $2K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
29
+ 10.78%
$20.31 - $24.1 $589 - $699
298 $7K
KGC
Kinross Gold Corp

Basic Materials
50
+ 20.0%
$11.79 - $15.85 $590 - $793
300 $4K
FDD
First Trust Stoxx European Sel

ETFs
87
New
$12.08 - $15.54 $1.05K - $1.35K
87 $1K
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
46.2K
+ 5.01%
N/A
969K $0
FIGB
Fidelity Merrimack Str Tr
2.12K
New
N/A
2.12K $0
Tvardi Therapeutics Inc
2
New
N/A
2 $0
BSCV
Invesco ETF Self Indexed Fd Tr
1
New
$15.97 - $16.53 $16 - $16.5
1 $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
2
New
N/A
2 $0
GVAL
Cambria Global Value ETF
59
New
N/A
59 $0
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
0
New
$25.92 - $33.03 $0 - $0
0 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
0
New
$12.88 - $16.75 $0 - $0
0 $0
SYLD
Cambria Shareholder Yld ETF

ETFs
1
New
$55.35 - $65.57 $55.4 - $65.6
1 $0
CFFN
Capitol Federal Financial, Inc.

Financial Services
5
+ 1.36%
$5.03 - $6.1 $25.2 - $30.5
373 $2K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
0
New
$74.67 - $97.29 $0 - $0
0 $0
Fidelity Covington Trust
16
New
N/A
16 $0
ETF Opportunities Trust
1.9K
+ 4.76%
N/A
41.9K $0
Spirit Aviation Hldgs Inc
215
New
N/A
215 $0
EQR
Equity Residential

Real Estate
1
+ 0.94%
$61.82 - $71.72 $61.8 - $71.7
107 $7K
J P Morgan Exchange Traded F
27
New
N/A
27 $0
JPHY
Jp Morgan High Yield Research

ETFs
1
+ 0.03%
N/A
3.59K $0
KSS
Kohls Corp

Consumer Cyclical
2
+ 2.53%
$6.13 - $9.4 $12.3 - $18.8
81 $0
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
0
New
$52.84 - $72.9 $0 - $0
0 $0
BWX
Spdr Bloomberg International T

ETFs
34
New
$21.87 - $23.49 $744 - $799
34 $0
Sponsored Adrgsk PLC
29.2K
+ 7.26%
N/A
431K $0
CBRE
Cbre Group, Inc.

Real Estate
5
+ 31.25%
$113.94 - $140.12 $570 - $701
21 $2K
QTUM
ETF Ser Solutions Defiance Qua
0
New
N/A
0 $0
TS
Tenaris Sa

Energy
0
New
$30.71 - $39.46 $0 - $0
0 $0
IYE
Ishares Tr

ETFs
77
+ 9.14%
$40.36 - $49.67 $3.11K - $3.82K
919 $41K
IEO
Ishares Tr

ETFs
1
New
$74.87 - $95.92 $74.9 - $95.9
1 $0
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8
New
$54.28 - $67.95 $434 - $544
8 $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
25
+ 250.0%
$20.83 - $25.75 $521 - $644
35 $0
SSYS
Stratasys Ltd.

Technology
12
+ 26.67%
$8.72 - $11.47 $105 - $138
57 $0
Sterling Cap Enhcapitol Ser Tr
2.92K
New
N/A
2.92K $0
Activity Summary
Buys All Purchases 665 New Holdings 195 Increased Positions 470 Sells All Sells 409 Reductions 405 Sold out 4 Options Calls 0 Puts 0
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