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Sound Income Strategies’s ePlus PLUS Stock Holding History

Sound Income Strategies’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-50
Closed -$3.83K – 1870
2026
Q1 		$3.83K Hold
50
– – ﹤0.01% 1937
2025
Q4 		$4.39K Buy
+50
New +$4.13K ﹤0.01% 1863

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sound Income Strategies sold out of ePlus (PLUS) in Q2 2026, closing a stake of 50 shares — an estimated $3.83K sold.

Sound Income Strategies first reported a position in PLUS in Q4 2025 and held it in 2 quarters. The position peaked at $4.39K in Q4 2025. 219 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Sound Income Strategies reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 ePlus shares in Q2 2026, an estimated $3.83K.
  • Sound Income Strategies first reported a position in ePlus in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's ePlus position peaked at $4.39K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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