Sound Income Strategies, LLC
Holdings in PFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,531,355 | 244,092 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $20,401,497 | 246,068 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $19,766,790 | 248,858 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $19,963,376 | 236,617 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $17,701,886 | 228,677 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $18,050,940 | 210,139 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $15,314,695 | 195,216 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $15,689,086 | 181,776 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $13,172,268 | 167,437 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $11,136,905 | 154,529 | Shares | Sole | 2023-10-12 |
| 2023-06-30 | $10,902,530 | 143,757 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $9,907,599 | 133,310 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $10,104,639 | 120,408 | Shares | Sole | 2023-01-11 |
| 2022-09-30 | $12,449,193 | 172,546 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $12,183,030 | 182,408 | Shares | Sole | 2022-07-11 |
| 2022-03-31 | $12,209,184 | 166,315 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $10,449,659 | 144,472 | Shares | Sole | 2022-01-13 |
| 2021-09-30 | $9,266,065 | 143,883 | Shares | Sole | 2021-10-12 |
| 2021-06-30 | $7,918,781 | 125,317 | Shares | Sole | 2021-07-13 |
| 2021-03-31 | $6,784,593 | 113,152 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $3,822,847 | 77,058 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $2,338,035 | 58,059 | Shares | Sole | 2020-10-08 |
| 2020-06-30 | $1,985,861 | 47,806 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $1,328,910 | 42,403 | Shares | Sole | 2020-04-07 |