SIS
DX

Sound Income Strategies’s Dynex Capital DX Stock Holding History

Sound Income Strategies’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-145
Closed -$1.89K – 1638
2025
Q1 		$1.89K Buy
+145
New +$1.94K ﹤0.01% 1247

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Sound Income Strategies's DX Position: Q2 2025 in Review

Sound Income Strategies sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 145 shares — an estimated $1.89K sold.

Sound Income Strategies first reported a position in DX in Q1 2025 and held it in 1 quarter. The position peaked at $1.89K in Q1 2025. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

  • Sound Income Strategies reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 145 Dynex Capital shares in Q2 2025, an estimated $1.89K.
  • Sound Income Strategies first reported a position in Dynex Capital in Q1 2025 and held it in 1 quarter.
  • Sound Income Strategies's Dynex Capital position peaked at $1.89K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.