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Sound Income Strategies’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Sound Income Strategies’s Portfolio FPFD Stock Details FPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,163
Closed -$68K – 1158
2026
Q1 		$68K Hold
3,163
– – ﹤0.01% 724
2025
Q4 		$69.7K Buy
3,163
+826
+35% +$18.2K ﹤0.01% 692
2025
Q3 		$51.6K Hold
2,337
– – ﹤0.01% 543
2025
Q2 		$50.2K Hold
2,337
– – ﹤0.01% 517
2025
Q1 		$50.2K Hold
2,337
– – ﹤0.01% 502
2024
Q4 		$50.3K Hold
2,337
– – ﹤0.01% 457
2024
Q3 		$52.1K Hold
2,337
– – ﹤0.01% 435
2024
Q2 		$50.2K Buy
+2,337
New +$49.9K ﹤0.01% 434

Other funds holding FPFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Sound Income Strategies sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q2 2026, closing a stake of 3,163 shares — an estimated $68K sold.

Sound Income Strategies first reported a position in FPFD in Q2 2024 and held it in 8 quarters. The position peaked at $69.7K in Q4 2025. 5 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

  • Sound Income Strategies reported no remaining Fidelity Preferred Securities & Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,163 Fidelity Preferred Securities & Income ETF shares in Q2 2026, an estimated $68K.
  • Sound Income Strategies first reported a position in Fidelity Preferred Securities & Income ETF in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's Fidelity Preferred Securities & Income ETF position peaked at $69.7K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

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