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Sound Income Strategies’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Sound Income Strategies’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,191
Closed -$36.1K – 1391
2026
Q1 		$36.1K Hold
1,191
– – ﹤0.01% 939
2025
Q4 		$40.1K Buy
+1,191
New +$39.5K ﹤0.01% 879

Other funds holding ILDR

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Sound Income Strategies sold out of First Trust Innovation Leaders ETF (ILDR) in Q2 2026, closing a stake of 1,191 shares — an estimated $36.1K sold.

Sound Income Strategies first reported a position in ILDR in Q4 2025 and held it in 2 quarters. The position peaked at $40.1K in Q4 2025. 81 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Innovation Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,191 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $36.1K.
  • Sound Income Strategies first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Innovation Leaders ETF position peaked at $40.1K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

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