Sound Income Strategies, LLC

Position in UBS — UBS Group AG

CIK 1730960 Ft Lauderdale, FL

Position in UBS

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$53,838

-$9,467 QoQ

Shares Held

1,378

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $36,883,229 across 5 Banks - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	162,159	$22,695,773
2	BNY	Bank of New York Mellon Corp	53,940	$7,800,263
3	JPM	Jpmorgan Chase & Co	13,029	$4,264,782
4	BAC	Bank Of America Corp /De/	27,199	$1,549,799
5	WFC	Wells Fargo & Company/Mn	6,929	$572,612

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,838	1,378	+0.8%	Shares	Sole	2026-04-27
2025-12-31	$63,305	1,367	+154.1%	Shares	Sole	2026-01-21
2025-09-30	$22,058	538	0.0%	Shares	Sole	2025-10-10
2025-06-30	$18,195	538	0.0%	Shares	Sole	2025-07-17
2025-03-31	$16,478	538	0.0%	Shares	Sole	2025-04-17
2024-12-31	$16,312	538	-35.3%	Shares	Sole	2025-01-21
2024-09-30	$25,717	832	+18.2%	Shares	Sole	2024-10-10
2024-06-30	$20,796	704	+62.2%	Shares	Sole	2024-07-12
2024-03-31	$13,332	434	0.0%	Shares	Sole	2024-04-15
2023-12-31	$13,410	434	0.0%	Shares	Sole	2024-01-10
2023-09-30	$10,698	434	0.0%	Shares	Sole	2023-10-12
2023-06-30	$8,797	434	0.0%	Shares	Sole	2023-07-10
2023-03-31	$9,261	434	0.0%	Shares	Sole	2023-04-10
2022-12-31	$8,102	434	0.0%	Shares	Sole	2023-01-11
2022-09-30	$6,297	434	0.0%	Shares	Sole	2022-10-18
2022-06-30	$7,039	434	0.0%	Shares	Sole	2022-07-11
2022-03-31	$8,480	434	0.0%	Shares	Sole	2022-04-11
2021-12-31	$7,755	434	0.0%	Shares	Sole	2022-01-13
2021-09-30	$6,917	434	0.0%	Shares	Sole	2021-10-12
2021-06-30	$6,657	434	0.0%	Shares	Sole	2021-07-13
2021-03-31	$6,740	434	0.0%	Shares	Sole	2021-04-14
2020-12-31	$6,132	434	0.0%	Shares	Sole	2021-01-11
2020-09-30	$4,839	434	0.0%	Shares	Sole	2020-10-08
2020-06-30	$5,008	434	0.0%	Shares	Sole	2020-07-13
2020-03-31	$4,018	434	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.