Fiduciary Planning’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Fiduciary Planning’s Portfolio FXED Stock Details FXED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,218	Closed	-$225K	–	57
2023 Q4	$225K	Buy	+12,218	New	+$213K	0.1%	50

Other funds holding FXED

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Planning's FXED Position: Q1 2024 in Review

Fiduciary Planning sold out of Sound Enhanced Fixed Income ETF (FXED) in Q1 2024, closing a stake of 12,218 shares — an estimated $225K sold.

Fiduciary Planning first reported a position in FXED in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 7 funds tracked by Wall St. Rank hold FXED as of Q1 2024.

Fiduciary Planning reported no remaining Sound Enhanced Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Fiduciary Planning sold 12,218 Sound Enhanced Fixed Income ETF shares in Q1 2024, an estimated $225K.
Fiduciary Planning first reported a position in Sound Enhanced Fixed Income ETF in Q4 2023 and held it in 1 quarter.
Fiduciary Planning's Sound Enhanced Fixed Income ETF position peaked at $225K in Q4 2023.
7 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q1 2024.

Based on Fiduciary Planning's 13F filing for Q1 2024, filed 29 Apr 2024.