Sound Income Strategies’s AtlasClear ATCH Stock Holding History

Sound Income Strategies’s Portfolio ATCH Stock Details ATCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	–	–	2454
2026 Q1	$0	Buy	+1	New	–	﹤0.01%	2722

Other funds holding ATCH

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sound Income Strategies's ATCH Position: Q2 2026 in Review

Sound Income Strategies sold out of AtlasClear (ATCH) in Q2 2026, closing a stake of 1 share.

Sound Income Strategies first reported a position in ATCH in Q1 2026 and held it in 1 quarter. The position peaked at $0 in Q1 2026. 5 funds tracked by Wall St. Rank hold ATCH as of Q2 2026.

Sound Income Strategies reported no remaining AtlasClear position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1 AtlasClear share in Q2 2026.
Sound Income Strategies first reported a position in AtlasClear in Q1 2026 and held it in 1 quarter.
Sound Income Strategies's AtlasClear position peaked at $0 in Q1 2026.
5 funds tracked by Wall St. Rank held AtlasClear as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.