Sound Income Strategies’s Calix CALX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-75	Closed	-$3.52K	–	764
2026 Q1	$3.52K	Hold	75	–	–	﹤0.01%	1973
2025 Q4	$4.36K	Buy	+75	New	+$4.37K	﹤0.01%	1868

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Sound Income Strategies sold out of Calix (CALX) in Q2 2026, closing a stake of 75 shares — an estimated $3.52K sold.

Sound Income Strategies first reported a position in CALX in Q4 2025 and held it in 2 quarters. The position peaked at $4.36K in Q4 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Sound Income Strategies reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 75 Calix shares in Q2 2026, an estimated $3.52K.
Sound Income Strategies first reported a position in Calix in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Calix position peaked at $4.36K in Q4 2025.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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