SIS
COPY

Sound Income Strategies’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Sound Income Strategies’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,222
Closed -$99.2K – 2520
2026
Q1 		$99.2K Sell
7,222
-1,500
-17% -$20.6K ﹤0.01% 605
2025
Q4 		$117K Buy
8,722
+3,500
+67% +$43.7K 0.01% 546
2025
Q3 		$64.1K Buy
+5,222
New +$63K ﹤0.01% 506

Other funds holding COPY

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Sound Income Strategies sold out of Tweedy Browne Insider + Value ETF (COPY) in Q2 2026, closing a stake of 7,222 shares — an estimated $99.2K sold.

Sound Income Strategies first reported a position in COPY in Q3 2025 and held it in 3 quarters. The position peaked at $117K in Q4 2025. 11 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Sound Income Strategies reported no remaining Tweedy Browne Insider + Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 7,222 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $99.2K.
  • Sound Income Strategies first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Tweedy Browne Insider + Value ETF position peaked at $117K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

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