Sound Income Strategies, LLC
$2.2B in tracked AUM across 483 positions as of Q2 2026.
The single most consequential trade executed by Sound Income Strategies, LLC in Q2 2026 was a $12.18 million net outflow from Citigroup Inc (C), significantly reducing its bank equity exposure. The income-focused manager redirected capital across its $2.23 billion portfolio to reinforce high-yielding business development companies (BDCs). Hercules Capital Inc (HTGC) received $4.50 million in net inflows to strengthen its position as the fund's top holding at $57.84 million (2.60%), while Blue Owl Capital Corp (OBDC) and Blackstone Secured Lending Fund (BXSL) saw additions of $2.48 million and $2.37 million respectively.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.