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Sound Income Strategies’s Workhorse Group WKHS Stock Holding History

Sound Income Strategies’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$8 – 2388
2026
Q1 		$8 Sell
3
-2
-40% -$8 ﹤0.01% 2580
2025
Q4 		$26 Buy
5
+3
+150% +$30 ﹤0.01% 2485
2025
Q3 		$22 Buy
+2
New +$39 ﹤0.01% 1666
2024
Q2 		– Hold
0
– -$276 – 1493
2024
Q1 		– Hold
0
– – – 1276
2023
Q4 		– Hold
0
– – – 1241
2023
Q3 		– Hold
0
– – – 1068
2023
Q2 		– Hold
0
– – – 973
2023
Q1 		– Hold
0
– – – 874
2022
Q4 		– Hold
0
– – – 783
2022
Q3 		– Hold
0
– – – 668
2022
Q2 		– Hold
0
– – – 682
2022
Q1 		– Hold
0
– – – 580
2021
Q4 		– Hold
0
– – – 606
2021
Q3 		– Hold
0
– – – 485
2021
Q2 		– Hold
0
– – – 349
2021
Q1 		– Hold
0
– – – 389
2020
Q4 		– Hold
0
– – – 298
2020
Q3 		– Hold
0
– – – 236

Other funds holding WKHS

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Sound Income Strategies sold out of Workhorse Group (WKHS) in Q2 2026, closing a stake of 3 shares — an estimated $8 sold.

Sound Income Strategies first reported a position in WKHS in Q3 2025 and held it in 3 quarters. The position peaked at $26 in Q4 2025. 23 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Sound Income Strategies reported no remaining Workhorse Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3 Workhorse Group shares in Q2 2026, an estimated $8.
  • Sound Income Strategies first reported a position in Workhorse Group in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Workhorse Group position peaked at $26 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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