Sound Income Strategies’s WisdomTree US LargeCap Fund EPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-536	Closed	-$30.5K	–	1433
2024 Q2	$30.5K	Hold	536	–	–	﹤0.01%	538
2024 Q1	$29.7K	Hold	536	–	–	﹤0.01%	523
2023 Q4	$26.9K	Hold	536	–	–	﹤0.01%	522
2023 Q3	$24.5K	Hold	536	–	–	﹤0.01%	402
2023 Q2	$25K	Hold	536	–	–	﹤0.01%	391
2023 Q1	$23.4K	Hold	536	–	–	﹤0.01%	397
2022 Q4	$22.3K	Hold	536	–	–	﹤0.01%	376
2022 Q3	$21K	Hold	536	–	–	﹤0.01%	351
2022 Q2	$22K	Hold	536	–	–	﹤0.01%	337
2022 Q1	$26K	Hold	536	–	–	﹤0.01%	315
2021 Q4	$27K	Hold	536	–	–	﹤0.01%	320
2021 Q3	$25K	Hold	536	–	–	﹤0.01%	311
2021 Q2	$25K	Hold	536	–	–	﹤0.01%	308
2021 Q1	$23.2K	Buy	+536	New	+$22.3K	﹤0.01%	334

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

FGC

Financial Gravity Companies Lakeway, Texas $509M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sound Income Strategies sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2024, closing a stake of 536 shares — an estimated $30.5K sold.

Sound Income Strategies first reported a position in EPS in Q1 2021 and held it in 14 quarters. The position peaked at $30.5K in Q2 2024. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

Sound Income Strategies reported no remaining WisdomTree US LargeCap Fund position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 536 WisdomTree US LargeCap Fund shares in Q3 2024, an estimated $30.5K.
Sound Income Strategies first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and held it in 14 quarters.
Sound Income Strategies's WisdomTree US LargeCap Fund position peaked at $30.5K in Q2 2024.
117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

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