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Capitol Ser Tr shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6k 182 25.41
2025-06-30 $74k 2.9k 25.27

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Pennantpark Floating Rate Cap Cef (PFLT)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Enbridge Stock (ENB)
Greif Inc Cl B Stock (GEF.B)

View all positions for Sound Income Strategies

Top funds holding Capitol Ser Tr

AE Wealth Management
Kingdom Financial Group
CWA Asset Management
Howard Bailey Securities
Key Capital Management
LifeWealth Investments
Global Wealth Management Investment Advisory
Family Wealth Group
Quest 10 Wealth Builders
Centennial Advisors
FSA Advisors
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Decker Retirement Planning
Citadel Advisors

View all funds holding Capitol Ser Tr