SIS
XXI

Sound Income Strategies’s Twenty One Capital Inc XXI Stock Holding History

Sound Income Strategies’s Portfolio XXI Stock Details XXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-564
Closed -$3.42K – 2585
2026
Q1 		$3.42K Hold
564
– – ﹤0.01% 1986
2025
Q4 		$5.23K Buy
+564
New +$5.89K ﹤0.01% 1783

Other funds holding XXI

JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Sound Income Strategies sold out of Twenty One Capital Inc (XXI) in Q2 2026, closing a stake of 564 shares — an estimated $3.42K sold.

Sound Income Strategies first reported a position in XXI in Q4 2025 and held it in 2 quarters. The position peaked at $5.23K in Q4 2025. 12 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • Sound Income Strategies reported no remaining Twenty One Capital Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 564 Twenty One Capital Inc shares in Q2 2026, an estimated $3.42K.
  • Sound Income Strategies first reported a position in Twenty One Capital Inc in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Twenty One Capital Inc position peaked at $5.23K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

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