Sound Income Strategies, LLC Purchases in Q3 2025

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
0
New
$68.58 - $69.85 $0 - $0
0 $0
USVM
Victory Portfolios Ii Victorys

ETFs
0
New
$82.3 - $90.8 $0 - $0
0 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
8
+ 2.97%
$45.83 - $58.26 $367 - $466
277 $14K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
0
New
$32.7 - $36.57 $0 - $0
0 $0
Siriusxm Holdings Inc Common Stock
1.48K
New
N/A
1.48K $0
Global X Defense Tech ETF
96
New
N/A
96 $0
Solo Brands Inc Com Cl A New
5
New
N/A
5 $0
Fortuna Mng Corp Com New
1K
New
N/A
1K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
2
New
N/A
2 $0
NCNO
N Cino, Inc.

Technology
12
New
$26.19 - $32.69 $314 - $392
12 $0
Paramount Skydance Corp Com Cl B
2.73K
New
N/A
2.73K $0
Vivosim Labs Inc Com
66
New
N/A
66 $0
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
7
+ 2.44%
$3.64 - $5.24 $25.5 - $36.7
294 $1K
WDS
Woodside Energy Group LTD

Energy
17
New
$15.05 - $17.66 $256 - $300
17 $0
Presidio Ppty Tr Inc Com Cl A New
74
New
N/A
74 $0
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
55
New
N/A
55 $0
Six Flags Entertainment Corp Com
2.77K
New
N/A
2.77K $0
Aurora Cannabis Inc Com
6
New
N/A
6 $0
T1 Energy Inc Com New
150
New
N/A
150 $0
Presidio Ppty Tr Inc Wt Exp 012427
744
New
N/A
744 $0
Annaly Capital Management Inc Com New
2.44K
New
N/A
2.44K $0
Ashford Hospitality Tr Inc Com New
1
New
N/A
1 $0
IDR
Idaho Strategic Resources, Inc.

Basic Materials
25
New
$12.86 - $34.19 $322 - $855
25 $0
DJD
Invesco Exchange Traded Fd Tr

ETFs
0
New
$52.86 - $55.4 $0 - $0
0 $0
EQR
Equity Residential

Real Estate
12
+ 11.21%
$62.3 - $68.34 $748 - $820
119 $7K
Global Med Reit Inc Com New
634
New
N/A
634 $0
JBHT
Hunt J B Transport Services Inc

Industrials
3
New
$130.65 - $154.66 $392 - $464
3 $0
IEX
Idex Corp

Industrials
3
New
$157.53 - $185.69 $473 - $557
3 $0
JQC
Nuveen Credit Strategies Income Fund

Financial Services
176
+ 4.03%
$5.21 - $5.57 $917 - $980
4.54K $23K
NAT
Nordic American Tankers LTD

Industrials
5
+ 3.27%
N/A
158 $0
Atlanta Braves Hldgs Inc Com Ser A
5
New
N/A
5 $0
Atlanta Braves Hldgs Inc Com Ser C
28
New
N/A
28 $0
Amplify ETF Tr Altrntv Harv ETF
162
New
N/A
162 $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
55.7K
New
N/A
55.7K $0
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
0
New
$134.42 - $141.26 $0 - $0
0 $0
Lucid Group Inc Com New
49
New
N/A
49 $0
Ark 21 Shares Bitcoin ETF
435
New
N/A
435 $0
Innovator Premium Income 20 Barrier ETF April
8.67K
New
N/A
8.67K $0
Wisdomtree U.S. Quality Growth Fund
103K
New
N/A
103K $0
HIGH
Simplify Exchange Traded Fds E
474
New
N/A
474 $0
EVC
Entravision Communications Corp

Communication Services
40
+ 2.14%
$2.21 - $2.64 $88.4 - $106
1.91K $4K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
0
New
$51.33 - $58.15 $0 - $0
0 $0
WES
Western Midstream Partners, LP

Energy
3
+ 0.3%
$37.5 - $41.18 $113 - $124
1.02K $39K
FDV
Federated Hermes ETF Tr U S St
500
New
N/A
500 $0
Ishares U.S. Thematic Rotation Active ETF
2.38K
+ 18.58%
N/A
15.2K $0
Arm Holdings PLC Sponsored Ads
17
New
N/A
17 $0
Healthcare Rlty Tr Cl A Com
208
New
N/A
208 $0
FTF
Franklin LTD Duration Income Trust

Financial Services
75
+ 1.06%
$6.34 - $6.51 $476 - $488
7.14K $45K
EMLP
First Tr Exchange Traded Iv

ETFs
2
New
$36.99 - $38.38 $74 - $76.8
2 $0
Activity Summary
Buys All Purchases 627 New Holdings 266 Increased Positions 361 Sells All Sells 456 Reductions 455 Sold out 1 Options Calls 0 Puts 0
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