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
LTC
Ltc Properties Inc

Real Estate
5
+ 1.07%
$34.04 - $36.86 $170 - $184
472 $17K
NMFC
New Mountain Finance Corp

Financial Services
161
+ 20.13%
$9.64 - $10.84 $1.55K - $1.75K
961 $9K
PULS
Pgim ETF Tr

ETFs
39
New
$49.58 - $49.83 $1.93K - $1.94K
39 $1K
DGS
Wisdomtree Emerging Markets Sm

ETFs
7
+ 1.49%
$54.85 - $58.99 $384 - $413
478 $27K
Unusual Machs Inc Com Shs
100
New
N/A
100 $0
Cantor Equity Partners Inc Shs Cl A
109
New
N/A
109 $0
Blackrock Inc Com
81
New
N/A
81 $0
Oaktree Specialty Lending Corp Com
3.35K
New
N/A
3.35K $0
NWSA
News Corp

Communication Services
1
+ 1.3%
$28.38 - $31.03 $28.4 - $31
78 $2K
Roundhill Bitcoin Covered Call Strategy ETF
33
+ 183.33%
N/A
51 $0
BWA
Borgwarner Inc

Consumer Cyclical
9
New
$34.53 - $44.44 $311 - $400
9 $0
GUT
Gabelli Utility Trust

Financial Services
55
New
$5.8 - $6.18 $319 - $340
55 $0
Qxo Inc Com New
50
New
N/A
50 $0
FTC
First Tr Lge Cap Growth

ETFs
0
New
$149.47 - $162.84 $0 - $0
0 $0
BGS
B&G Foods, Inc.

Consumer Defensive
30
New
$4.0 - $4.72 $120 - $142
30 $0
Ryde Group LTD Cl A Shs
171
New
N/A
171 $0
Smurfit Westrock PLC Shs
98
+ 158.06%
N/A
160 $0
Ishares Ethereum Trust ETF
1.21K
New
N/A
1.21K $0
Grayscale Ethereum Mini Trust ETF
134
New
N/A
134 $0
Canopy Growth Corp Com New
85
New
N/A
85 $0
Adverum Biotechnologies Inc Com New
1
New
N/A
1 $0
Bondbloxx Irm Tax Aware Short Duration ETF
225
+ 1.2%
N/A
19K $0
Fractyl Health Inc Com
1K
New
N/A
1K $0
Grayscale Bitcoin Mini Trust ETF
1.25K
New
N/A
1.25K $0
Smartstop Self Storag Reit Inc Common Stock
27.2K
+ 1256.5%
N/A
29.4K $0
Ishares High Yield Muni Active ETF
248
New
N/A
248 $0
Strategy Inc Series A Perp Pf
29
New
N/A
29 $0
Ralliant Corp Com
10
New
N/A
10 $0
Easterly Govt Pptys Inc Com Shs
170
New
N/A
170 $0
Creative Media & Cmnty Tr Com New
103
New
N/A
103 $0
Tweedy Browne Insider Value ETF Trust Units
5.22K
New
N/A
5.22K $0
Simplify Gamma Emerging Market Bond ETF
104
New
N/A
104 $0
Relative Strength Managed Volatility Strategy ETF 1 Shs
70
New
N/A
70 $0
A
Agilent Technologies, Inc.

Healthcare
2
+ 40.0%
$112.04 - $128.75 $224 - $258
7 $0
Sandisk Corp Com
99
New
N/A
99 $0
GVAL
Cambria Global Value ETF
46
+ 77.97%
N/A
105 $0
Simplify Barrier Income ETF
209
New
N/A
209 $0
Coreweave Inc Com Cl A
486
New
N/A
486 $0
TFII
Tfi International Inc.

Industrials
10
New
$84.43 - $96.79 $844 - $968
10 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
0
New
$49.05 - $49.99 $0 - $0
0 $0
Solana ETF
354
New
N/A
354 $0
Volatility Shares Trust Xrp ETF
125
New
N/A
125 $0
Usa Rare Earth Inc Com
311
New
N/A
311 $0
United States Natural Gas Fund LP
11.8K
New
N/A
11.8K $0
HUM
Humana Inc

Healthcare
0
New
$220.41 - $312.0 $0 - $0
0 $0
Blaize Hldgs Inc Com
1K
New
N/A
1K $0
Barrick Mng Corp Com Shs
3.8K
New
N/A
3.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.22%
N/A
451 $0
Southstate Bk Corp Com
480
New
N/A
480 $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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