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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
Q2 		$271K Sell
15,454
-49,368
-76% -$868K ﹤0.01% 1014
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.16B AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Foundations Investment Advisors's FXED Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Sound Enhanced Fixed Income ETF (FXED) stake by 76% in Q2 2026, selling an estimated $868K and leaving 15,454 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Foundations Investment Advisors first reported a position in FXED in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q3 2025. 13 funds tracked by Wall St. Rank hold FXED as of Q2 2026.

  • Foundations Investment Advisors held 15,454 shares of Sound Enhanced Fixed Income ETF worth $271K as of Q2 2026.
  • Foundations Investment Advisors sold 49,368 Sound Enhanced Fixed Income ETF shares in Q2 2026, an estimated $868K.
  • Sound Enhanced Fixed Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1014 holding.
  • Foundations Investment Advisors first reported a position in Sound Enhanced Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Sound Enhanced Fixed Income ETF position peaked at $1.29M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.