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SOA Wealth Advisors’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

SOA Wealth 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
2025
Q1 		– Sell
-12
Closed -$218 – 896
2024
Q4 		$218 Buy
+12
New +$226 ﹤0.01% 815

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $209M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's FXED Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Sound Enhanced Fixed Income ETF (FXED) in Q1 2025, closing a stake of 12 shares — an estimated $218 sold.

SOA Wealth Advisors first reported a position in FXED in Q4 2024 and held it in 1 quarter. The position peaked at $218 in Q4 2024. 10 funds tracked by Wall St. Rank hold FXED as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Sound Enhanced Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 12 Sound Enhanced Fixed Income ETF shares in Q1 2025, an estimated $218.
  • SOA Wealth Advisors first reported a position in Sound Enhanced Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • SOA Wealth Advisors's Sound Enhanced Fixed Income ETF position peaked at $218 in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.