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Foundations Investment Advisors’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Foundations Investment Advisors’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
2026
Q1 		$1.12M Sell
64,822
-128
-0.2% -$2.27K 0.01% 499
2025
Q4 		$1.16M Sell
64,950
-5,083
-7% -$92.5K 0.02% 472
2025
Q3 		$1.29M Buy
70,033
+2,911
+4% +$53.8K 0.02% 406
2025
Q2 		$1.21M Buy
+67,122
New +$1.19M 0.02% 388

Other funds holding FXED

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Foundations Investment Advisors's FXED Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Sound Enhanced Fixed Income ETF (FXED) stake by 0.2% in Q1 2026, selling an estimated $2.27K and leaving 64,822 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #499.

Foundations Investment Advisors first reported a position in FXED in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q3 2025. 15 funds tracked by Wall St. Rank hold FXED as of Q1 2026.

  • Foundations Investment Advisors held 64,822 shares of Sound Enhanced Fixed Income ETF worth $1.12M as of Q1 2026.
  • Foundations Investment Advisors sold 128 Sound Enhanced Fixed Income ETF shares in Q1 2026, an estimated $2.27K.
  • Sound Enhanced Fixed Income ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #499 holding.
  • Foundations Investment Advisors first reported a position in Sound Enhanced Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Sound Enhanced Fixed Income ETF position peaked at $1.29M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.