Sound Income Strategies’s SmartStop Self Storage REIT SMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,868	Closed	-$118K	–	2549
2026 Q1	$118K	Sell	3,868 -19,426	-83%	-$624K	0.01%	547
2025 Q4	$784K	Sell	23,294 -6,115	-21%	-$207K	0.04%	206
2025 Q3	$1.04M	Buy	29,409 +27,241	+1,257%	+$990K	0.06%	158
2025 Q2	$78.5K	Buy	+2,168	New	+$76.4K	﹤0.01%	426

Other funds holding SMA

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Sound Income Strategies sold out of SmartStop Self Storage REIT (SMA) in Q2 2026, closing a stake of 3,868 shares — an estimated $118K sold.

Sound Income Strategies first reported a position in SMA in Q2 2025 and held it in 4 quarters. The position peaked at $1.04M in Q3 2025. 50 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

Sound Income Strategies reported no remaining SmartStop Self Storage REIT position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 3,868 SmartStop Self Storage REIT shares in Q2 2026, an estimated $118K.
Sound Income Strategies first reported a position in SmartStop Self Storage REIT in Q2 2025 and held it in 4 quarters.
Sound Income Strategies's SmartStop Self Storage REIT position peaked at $1.04M in Q3 2025.
50 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

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