Sound Income Strategies’s Hess Midstream HESM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20	Closed	-$762	–	1287
2026 Q1	$762	Hold	20	–	–	﹤0.01%	2348
2025 Q4	$699	Hold	20	–	–	﹤0.01%	2339
2025 Q3	$655	Hold	20	–	–	﹤0.01%	1494
2025 Q2	$770	Hold	20	–	–	﹤0.01%	1411
2025 Q1	$846	Hold	20	–	–	﹤0.01%	1369
2024 Q4	$741	Hold	20	–	–	﹤0.01%	1316
2024 Q3	$705	Hold	20	–	–	﹤0.01%	1282
2024 Q2	$729	Hold	20	–	–	﹤0.01%	1242
2024 Q1	$723	Hold	20	–	–	﹤0.01%	1201
2023 Q4	$633	Hold	20	–	–	﹤0.01%	1215
2023 Q3	$583	Hold	20	–	–	﹤0.01%	1056
2023 Q2	$614	Hold	20	–	–	﹤0.01%	1021
2023 Q1	$579	Buy	+20	New	+$583	﹤0.01%	976

Other funds holding HESM

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Heronetta Management New York $109M AUM 18.09% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

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

Sound Income Strategies sold out of Hess Midstream (HESM) in Q2 2026, closing a stake of 20 shares — an estimated $762 sold.

Sound Income Strategies first reported a position in HESM in Q1 2023 and held it in 13 quarters. The position peaked at $846 in Q1 2025. 59 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Sound Income Strategies reported no remaining Hess Midstream position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 20 Hess Midstream shares in Q2 2026, an estimated $762.
Sound Income Strategies first reported a position in Hess Midstream in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's Hess Midstream position peaked at $846 in Q1 2025.
59 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

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