Sound Income Strategies’s SWP Growth & Income ETF SWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,735	Closed	-$45.2K	–	1837
2025 Q2	$45.2K	Hold	1,735	–	–	﹤0.01%	547
2025 Q1	$42.4K	Hold	1,735	–	–	﹤0.01%	545
2024 Q4	$43.7K	Buy	+1,735	New	+$44.4K	﹤0.01%	499

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $147M AUM 24.82% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Sound Income Strategies sold out of SWP Growth & Income ETF (SWP) in Q3 2025, closing a stake of 1,735 shares — an estimated $45.2K sold.

Sound Income Strategies first reported a position in SWP in Q4 2024 and held it in 3 quarters. The position peaked at $45.2K in Q2 2025. 7 funds tracked by Wall St. Rank hold SWP as of Q3 2025.

Sound Income Strategies reported no remaining SWP Growth & Income ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 1,735 SWP Growth & Income ETF shares in Q3 2025, an estimated $45.2K.
Sound Income Strategies first reported a position in SWP Growth & Income ETF in Q4 2024 and held it in 3 quarters.
Sound Income Strategies's SWP Growth & Income ETF position peaked at $45.2K in Q2 2025.
7 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q3 2025.

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