Sound Income Strategies’s LifeVantage LFVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-678	Closed	-$2.85K	–	1554
2026 Q1	$2.85K	Buy	678 +6	+0.9%	+$31	﹤0.01%	2052
2025 Q4	$4.26K	Buy	672 +4	+0.6%	+$30	﹤0.01%	1880
2025 Q3	$6.26K	Buy	668 +3	+0.5%	+$38	﹤0.01%	1113
2025 Q2	$8.7K	Buy	665 +2	+0.3%	+$26	﹤0.01%	972
2025 Q1	$9.66K	Buy	663 +2	+0.3%	+$38	﹤0.01%	911
2024 Q4	$11.6K	Buy	661 +2	+0.3%	+$28	﹤0.01%	803
2024 Q3	$7.96K	Buy	659 +2	+0.3%	+$17	﹤0.01%	846
2024 Q2	$4.22K	Buy	657 +4	+0.6%	+$27	﹤0.01%	976
2024 Q1	$3.95K	Buy	653 +3	+0.5%	+$19	﹤0.01%	945
2023 Q4	$3.9K	Buy	650 +3	+0.5%	+$20	﹤0.01%	935
2023 Q3	$4.17K	Buy	647 +39	+6%	+$218	﹤0.01%	784
2023 Q2	$2.65K	Buy	+608	New	+$2.51K	﹤0.01%	848

Other funds holding LFVN

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sound Income Strategies sold out of LifeVantage (LFVN) in Q2 2026, closing a stake of 678 shares — an estimated $2.85K sold.

Sound Income Strategies first reported a position in LFVN in Q2 2023 and held it in 12 quarters. The position peaked at $11.6K in Q4 2024. 57 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

Sound Income Strategies reported no remaining LifeVantage position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 678 LifeVantage shares in Q2 2026, an estimated $2.85K.
Sound Income Strategies first reported a position in LifeVantage in Q2 2023 and held it in 12 quarters.
Sound Income Strategies's LifeVantage position peaked at $11.6K in Q4 2024.
57 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

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