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
CI
Cigna Corp

Healthcare
42
+ 135.48%
$262.23 - $334.39 $11K - $14K
73 $21K
CBOE
Cboe Global Markets, Inc.

Financial Services
45
New
$231.35 - $253.24 $10.4K - $11.4K
45 $11K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
180
+ 51.28%
$52.55 - $54.37 $9.46K - $9.79K
531 $28K
OVM
Listed Fds Tr Overlay Shares M

ETFs
502
New
$20.78 - $21.65 $10.4K - $10.9K
502 $10K
RTAI
Collaborative Invt Ser Tr Rare

ETFs
506
New
$20.07 - $21.44 $10.2K - $10.8K
506 $10K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
436
New
$24.11 - $24.94 $10.5K - $10.9K
436 $10K
KEY
Keycorp

Financial Services
388
+ 22.66%
$17.37 - $19.39 $6.74K - $7.52K
2.1K $39K
BMY
Bristol Myers Squibb CO

Healthcare
302
+ 11.62%
$43.31 - $48.98 $13.1K - $14.8K
2.9K $130K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
457
New
$22.83 - $23.85 $10.4K - $10.9K
457 $10K
DIS
Walt Disney CO

Communication Services
374
+ 10.8%
$112.25 - $124.0 $42K - $46.4K
3.84K $439K
OPRA
Opera LTD

Communication Services
500
New
$15.4 - $20.64 $7.7K - $10.3K
500 $10K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
228
New
$45.92 - $47.76 $10.5K - $10.9K
228 $10K
HYD
Vaneck High Yield Muni ETF

ETFs
213
New
$48.85 - $50.94 $10.4K - $10.9K
213 $10K
ALLE
Allegion PLC

Industrials
10
+ 4.52%
$145.55 - $179.33 $1.46K - $1.79K
231 $40K
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.14%
$111.55 - $125.05 $112 - $125
713 $89K
AMGN
Amgen Inc

Healthcare
4
+ 0.15%
$271.18 - $309.22 $1.08K - $1.24K
2.59K $729K
SVOL
Simplify ETF Simplify Volatili

ETFs
482
+ 92.51%
$16.48 - $19.27 $7.94K - $9.29K
1K $18K
WM
Waste Management Inc

Industrials
60
+ 10.49%
$213.88 - $237.1 $12.8K - $14.2K
632 $139K
ENTG
Entegris Inc

Technology
100
New
$72.03 - $95.97 $7.2K - $9.6K
100 $9K
HOOD
Robinhood Markets, Inc.

Technology
45
+ 90.0%
$91.27 - $143.18 $4.11K - $6.44K
95 $13K
CTO
Cto Realty Growth, Inc.

Real Estate
610
New
$15.89 - $17.75 $9.69K - $10.8K
610 $9K
IG
Principal Fds Principal Invt G

ETFs
420
+ 18.94%
$20.46 - $21.19 $8.59K - $8.9K
2.64K $55K
MLPX
Global X Mlp & Energy Infrastr

ETFs
155
New
$59.5 - $62.99 $9.22K - $9.76K
155 $9K
WU
Western Union CO

Financial Services
1.25K
New
$7.88 - $8.84 $9.85K - $11.1K
1.25K $9K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
132
+ 733.33%
$67.48 - $71.55 $8.91K - $9.44K
150 $10K
LNG
Cheniere Energy, Inc.

Energy
41
+ 132.26%
$222.68 - $244.28 $9.13K - $10K
72 $16K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.15%
$139.5 - $153.94 $419 - $462
1.99K $301K
FE
Firstenergy Corp

Utilities
172
+ 160.75%
$39.76 - $45.82 $6.84K - $7.88K
279 $12K
WELL
Welltower Inc.

Real Estate
21
+ 11.35%
$150.71 - $178.14 $3.16K - $3.74K
206 $36K
RKT
Rocket Companies, Inc.

Financial Services
434
New
$13.31 - $21.16 $5.78K - $9.18K
434 $8K
GILD
Gilead Sciences, Inc.

Healthcare
68
+ 15.25%
$108.22 - $120.47 $7.36K - $8.19K
514 $57K
SPTL
Spdr Portfolio Long Term Treas

ETFs
264
+ 123.94%
$25.67 - $27.21 $6.78K - $7.18K
477 $12K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
306
+ 82.48%
$21.77 - $22.57 $6.66K - $6.91K
677 $15K
RDVY
First Trust Rising Dividend Ac

ETFs
88
+ 27.33%
$62.38 - $67.29 $5.49K - $5.92K
410 $27K
FOX
Fox Corp Cl B (De)

Communication Services
119
+ 111.21%
$49.06 - $57.29 $5.84K - $6.82K
226 $12K
PHYL
Pgim ETF Tr

ETFs
200
New
$35.14 - $35.8 $7.03K - $7.16K
200 $7K
AEP
American Electric Power CO Inc

Utilities
50
+ 75.76%
$103.26 - $115.0 $5.16K - $5.75K
116 $13K
TROW
Price T Rowe Group Inc

Financial Services
67
+ 152.27%
$98.67 - $111.52 $6.61K - $7.47K
111 $11K
TDIV
First Trust Nasdaq Technology

ETFs
2
+ 0.24%
$89.27 - $100.33 $179 - $201
851 $83K
CTRA
Coterra Energy Inc.

Energy
274
New
$23.09 - $25.45 $6.33K - $6.97K
274 $6K
BBY
Best Buy CO Inc

Consumer Cyclical
90
New
$64.12 - $78.46 $5.77K - $7.06K
90 $6K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
373
New
$17.97 - $19.23 $6.7K - $7.17K
373 $6K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
82
+ 28.08%
$70.85 - $76.96 $5.81K - $6.31K
374 $28K
EXC
Exelon Corp

Utilities
96
+ 8.07%
$42.73 - $45.54 $4.1K - $4.37K
1.29K $57K
HPQ
Hp Inc

Technology
138
+ 26.14%
$24.45 - $29.35 $3.37K - $4.05K
666 $18K
TNL
Travel & Leisure Co.

Consumer Cyclical
90
+ 125.0%
$53.72 - $63.45 $4.83K - $5.71K
162 $9K
EW
Edwards Lifesciences Corp

Healthcare
68
+ 41.46%
$73.75 - $81.83 $5.02K - $5.56K
232 $18K
BBDC
Barings Bdc, Inc.

Financial Services
1.23K
+ 9.63%
$8.76 - $9.9 $10.8K - $12.2K
14K $122K
RE
Everest Re Group LTD

Financial Services
18
New
N/A
18 $6K
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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