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Sound Income Strategies’s Xeris Biopharma Holdings XERS Stock Holding History

Sound Income Strategies’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,247
Closed -$7.53K – 2413
2026
Q1 		$7.53K Buy
1,247
+98
+9% +$650 ﹤0.01% 1649
2025
Q4 		$8.64K Buy
+1,149
New +$9.04K ﹤0.01% 1556

Other funds holding XERS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

Sound Income Strategies sold out of Xeris Biopharma Holdings (XERS) in Q2 2026, closing a stake of 1,247 shares — an estimated $7.53K sold.

Sound Income Strategies first reported a position in XERS in Q4 2025 and held it in 2 quarters. The position peaked at $8.64K in Q4 2025. 42 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Sound Income Strategies reported no remaining Xeris Biopharma Holdings position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,247 Xeris Biopharma Holdings shares in Q2 2026, an estimated $7.53K.
  • Sound Income Strategies first reported a position in Xeris Biopharma Holdings in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Xeris Biopharma Holdings position peaked at $8.64K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

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