Sound Income Strategies’s Prudential PUK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-612	Closed	-$17.9K	–	1913
2026 Q1	$17.9K	Hold	612	–	–	﹤0.01%	1236
2025 Q4	$19.6K	Buy	+612	New	+$17.5K	﹤0.01%	1166
2021 Q1	–	Sell	-365	Closed	-$13K	–	1036
2020 Q4	$13K	Hold	365	–	–	﹤0.01%	408
2020 Q3	$10K	Hold	365	–	–	﹤0.01%	415
2020 Q2	$11K	Hold	365	–	–	﹤0.01%	375
2020 Q1	$9K	Hold	365	–	–	﹤0.01%	358
2019 Q4	$13K	Hold	365	–	–	﹤0.01%	294
2019 Q3	$13K	Hold	365	–	–	﹤0.01%	274
2019 Q2	$16K	Hold	365	–	–	0.01%	260
2019 Q1	$14K	Hold	365	–	–	0.01%	282
2018 Q4	$13K	Hold	365	–	–	0.01%	292
2018 Q3	$16K	Hold	365	–	–	0.01%	272
2018 Q2	$16K	Hold	365	–	–	0.01%	246
2018 Q1	$18K	Hold	365	–	–	0.01%	210
2017 Q4	$18K	Buy	+365	New	+$17.4K	0.01%	150

Other funds holding PUK

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

BlackRock New York $6.73T AUM 46.02% 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

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Sound Income Strategies sold out of Prudential (PUK) in Q2 2026, closing a stake of 612 shares — an estimated $17.9K sold.

Sound Income Strategies first reported a position in PUK in Q4 2017 and held it in 15 quarters. The position peaked at $19.6K in Q4 2025. 182 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Sound Income Strategies reported no remaining Prudential position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 612 Prudential shares in Q2 2026, an estimated $17.9K.
Sound Income Strategies first reported a position in Prudential in Q4 2017 and held it in 15 quarters.
Sound Income Strategies's Prudential position peaked at $19.6K in Q4 2025.
182 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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