SIS
BUYW icon

Sound Income Strategies’s Main BuyWrite ETF BUYW Stock Holding History

Sound Income Strategies’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-174
Closed -$2.39K – 1421
2024
Q2 		$2.39K Buy
+174
New +$2.38K ﹤0.01% 1081

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Sound Income Strategies's BUYW Position: Q3 2024 in Review

Sound Income Strategies sold out of Main BuyWrite ETF (BUYW) in Q3 2024, closing a stake of 174 shares — an estimated $2.39K sold.

Sound Income Strategies first reported a position in BUYW in Q2 2024 and held it in 1 quarter. The position peaked at $2.39K in Q2 2024. 50 funds tracked by Wall St. Rank hold BUYW as of Q3 2024.

  • Sound Income Strategies reported no remaining Main BuyWrite ETF position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 174 Main BuyWrite ETF shares in Q3 2024, an estimated $2.39K.
  • Sound Income Strategies first reported a position in Main BuyWrite ETF in Q2 2024 and held it in 1 quarter.
  • Sound Income Strategies's Main BuyWrite ETF position peaked at $2.39K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.