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Sound Income Strategies’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Sound Income Strategies’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$2.17K – 1797
2025
Q2 		$2.17K Hold
30
– – ﹤0.01% 1250
2025
Q1 		$1.94K Buy
+30
New +$2.01K ﹤0.01% 1240
2024
Q1 		– Sell
-8,483
Closed -$449K – 1426
2023
Q4 		$449K Buy
+8,483
New +$422K 0.04% 142

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound Income Strategies's QLC Position: Q3 2025 in Review

Sound Income Strategies sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q3 2025, closing a stake of 30 shares — an estimated $2.17K sold.

Sound Income Strategies first reported a position in QLC in Q4 2023 and held it in 3 quarters. The position peaked at $449K in Q4 2023. 47 funds tracked by Wall St. Rank hold QLC as of Q3 2025.

  • Sound Income Strategies reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 30 FlexShares US Quality Large Cap Index Fund shares in Q3 2025, an estimated $2.17K.
  • Sound Income Strategies first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's FlexShares US Quality Large Cap Index Fund position peaked at $449K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.