FP
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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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.