Sound Income Strategies, LLC USVM — VICTORY PORTFOLIOS II

Ownership history in Sound Income Strategies, LLC  ·  4 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported VICTORY PORTFOLIOS II (USVM) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows USVM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USVM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sound Income Strategies, LLC held USVM — position size vs. price
% of Fund (quarterly)    USVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — — — — 0.00% $14 2026-04-27 $102.13
2025 Q4 UNCHANGED — — — — — — 0.00% $14 2026-01-21 $96.47
2025 Q3 UNCHANGED — — — — — — 0.00% $16 2025-10-10 $86.02
2025 Q2 INITIATED — — — — — — 0.00% $19 2025-07-17 $82.49

FAQ About Sound Income Strategies, LLC and USVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Income Strategies, LLC reported owning USVM?

Sound Income Strategies, LLC reported USVM across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported USVM position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for USVM was 0.00% in 2025 Q2.

What is the latest reported USVM position on this page?

The latest section of the table and chart shows the most recent reported USVM position for Sound Income Strategies, LLC.

What does the chart on this USVM ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly USVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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