Sound Income Strategies, LLC TCHP β€” T. ROWE PRICE BLUE CHIP GROWTH ETF

Ownership history in Sound Income Strategies, LLC  Β·  3 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.61% in 2026 Q2. The latest visible filing shows TCHP at 0.61% 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 TCHP 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 T. ROWE PRICE BLUE CHIP GROWTH ETF, 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 Q2

TCHP was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 TCHP β€” position size vs. price
% of Fund (quarterly)    TCHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 271,438 +41,834 +18.2% 0.61% $13.6M 2026-07-20 $49.00
2026 Q1 ADDED β€” β€” β€” 229,604 +43,036 +23.1% 0.49% $10.2M 2026-04-27 $50.44
2025 Q4 INITIATED β€” β€” β€” 186,568 β€” β€” 0.44% $9.2M 2026-01-21 $48.49

FAQ About Sound Income Strategies, LLC and TCHP

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 TCHP?

Sound Income Strategies, LLC reported TCHP across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for TCHP was 0.61% in 2026 Q2.

What is the latest reported TCHP position on this page?

The most recent filing on this page is 2026 Q2, when Sound Income Strategies, LLC reported 271,438 shares, equal to 0.61% of portfolio, with an estimated market value of $13.6M.

What does the chart on this TCHP ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly TCHP 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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