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
SPDV
ETF Ser Solutions Aam S&P 500
1
+ 0.81%
N/A
125 $0
CB
Chubb LTD

Financial Services
3
+ 6.82%
$274.32 - $302.46 $823 - $907
47 $13K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
0
New
$48.5 - $49.35 $0 - $0
0 $0
GEFB
Greif, Inc. Cl B
22.4K
+ 6.59%
N/A
363K $0
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 16.67%
$183.31 - $241.46 $183 - $241
7 $1K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 3.03%
$248.61 - $294.96 $249 - $295
34 $9K
USVM
Victory Portfolios Ii Victorys

ETFs
0
New
$69.28 - $84.0 $0 - $0
0 $0
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1
New
$30.96 - $40.6 $31 - $40.6
1 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
48
New
$12.21 - $13.9 $586 - $667
48 $0
AME
Ametek Inc

Industrials
5
New
$151.41 - $182.75 $757 - $914
5 $0
NLY
Annaly Capital Management Inc

Real Estate
44
+ 6.94%
$17.3 - $20.12 $761 - $885
678 $12K
AON
Aon PLC

Financial Services
2
New
$335.85 - $398.81 $672 - $798
2 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$190.39 - $227.7 $190 - $228
1 $0
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
14
+ 1.34%
$15.82 - $16.65 $221 - $233
1.06K $17K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.5%
$150.66 - $178.04 $151 - $178
201 $34K
Yieldmax Mstr Optidal Tr Ii
1.5K
New
N/A
1.5K $0
Yieldmax Coin Optidal ETF Tr Ii
4K
New
N/A
4K $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
10
New
$78.47 - $92.25 $785 - $923
10 $0
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 2.83%
$70.7 - $82.14 $212 - $246
109 $8K
High Yield Etfab Active Etfs Inc
2
+ 1.71%
N/A
119 $0
MSOS
Advisorshares Tr Pure Us Canna

ETFs
200
New
$2.06 - $3.0 $412 - $600
200 $0
GSL
Global Ship Lease, Inc.

Industrials
0
New
$18.25 - $26.77 $0 - $0
0 $0
A
Agilent Technologies, Inc.

Healthcare
5
New
$99.29 - $120.52 $496 - $603
5 $0
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
4
New
$110.55 - $126.65 $442 - $507
4 $0
APA
Apa Corp

Energy
30
New
$14.03 - $21.24 $421 - $637
30 $0
BSCU
Invesco Exc Self Ind Tr

ETFs
1
New
$16.31 - $16.78 $16.3 - $16.8
1 $0
Ishares A I Innoblackrock ETF Trust
6.58K
New
N/A
6.58K $0
FTF
Franklin LTD Duration Income Trust

Financial Services
73
+ 1.04%
$5.86 - $6.47 $428 - $472
7.07K $45K
BNDC
Flexshares Tr Core Select Bd F

ETFs
1
+ 1.19%
$21.75 - $22.41 $21.8 - $22.4
85 $1K
Flexible Incomeblackrock ETF Trust Ii
1.38K
+ 547.62%
N/A
1.63K $0
UNM
Unum Group

Financial Services
2
+ 0.47%
$70.48 - $82.91 $141 - $166
426 $34K
FTA
First Tr Large Cap Value

ETFs
0
New
$67.12 - $78.63 $0 - $0
0 $0
BR
Broadridge Financial Solutions, Inc.

Technology
2
New
$217.22 - $246.25 $434 - $493
2 $0
UAL
United Airlines Holdings, Inc.

Industrials
5
New
$56.15 - $84.23 $281 - $421
5 $0
BFB
Brown Forman Corp Cl B
20
New
N/A
20 $0
Ir M Taxawarebondbloxx ETF Trust
175
+ 0.94%
N/A
18.7K $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
10
New
$2.57 - $4.95 $25.7 - $49.5
10 $0
Apollo Global Mgmt Inc
6
+ 2.75%
N/A
224 $0
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1
New
$43.78 - $51.5 $43.8 - $51.5
1 $0
ACGL
Arch Capital Group Ltd.

Financial Services
5
New
$84.99 - $96.82 $425 - $484
5 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.03K
New
N/A
1.03K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
373
+ 484.42%
N/A
450 $0
Future Us Themesblackrock ETF Trust
12.8K
New
N/A
12.8K $0
XSVM
Invesco S&P Smallcap Value Wit

ETFs
0
New
$44.22 - $52.08 $0 - $0
0 $0
IQI
Invesco Quality Municipal Income Trust

Financial Services
65
+ 2.03%
$9.09 - $9.79 $591 - $636
3.26K $30K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
150
New
$1.46 - $3.71 $219 - $557
150 $0
UDR
Udr, Inc.

Real Estate
10
New
$38.09 - $45.36 $381 - $454
10 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
New
$67.22 - $100.51 $336 - $503
5 $0
MGM
Mgm Resorts International

Consumer Cyclical
5
+ 13.16%
$25.79 - $34.95 $129 - $175
43 $1K
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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