Sowell Financial Services LLC Purchases in Q2 2025

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
542
+ 6.42%
N/A
8.99K $0
BAUG
Innovator U.S. Equity Buffer E
4.62K
New
N/A
4.62K $0
Northern Lts Fd Tr Iv
9.74K
New
N/A
9.74K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
1.23K
+ 8.1%
N/A
16.5K $0
CGMS
Capital Grp Core Plus Income E
65.6K
+ 140.56%
N/A
112K $0
Tidal Tr Ii
11.8K
New
N/A
11.8K $0
CGSD
Capital Grp Core Plus Income E
17.6K
+ 112.44%
N/A
33.2K $0
Howard Hughes Holdings Inc
31.4K
New
N/A
31.4K $0
Te Connectivity PLC
1.27K
New
N/A
1.27K $0
Goldman Sachs ETF Tr
5.63K
New
N/A
5.63K $0
Ge Vernova Inc
447
+ 20.03%
N/A
2.68K $0
Brookfield Corp
8.63K
+ 34.88%
N/A
33.4K $0
RAYD
Advsrs Inner Crcl Fd Iii Rayli
52.2K
+ 8.85%
N/A
643K $0
RAYE
Advsrs Inner Crcl Fd Iii
32.5K
New
N/A
32.5K $0
Advisors Inner Circle Fd Ii
604
+ 5.82%
N/A
11K $0
FSK
Fs Kkr Capital Corp

Financial Services
220
+ 0.97%
$17.95 - $21.5 $3.95K - $4.73K
22.9K $475K
Fidelity Covington Trust
7.98K
New
N/A
7.98K $0
Advisors Inner Circle Fd Ii
12.2K
New
N/A
12.2K $0
Fidelity Covington Trust
16.4K
New
N/A
16.4K $0
FLQH
Franklin Templeton Libertyq In

ETFs
4.68K
+ 15.64%
N/A
34.6K $0
Fidelity Covington Trust
26.4K
New
N/A
26.4K $0
Psq Holdings Inc
29.4K
+ 38.18%
N/A
106K $0
Wk Kellogg CO
1.6K
+ 12.69%
N/A
14.2K $0
Fidelity Wise Origin Bitcoin
68
+ 0.08%
N/A
80.1K $0
Jacobs Solutions Inc
39
+ 0.89%
N/A
4.43K $0
Kestrel Group LTD
23.4K
New
N/A
23.4K $0
Dolly Varden Silver Corp
10.8K
New
N/A
10.8K $0
GIGB
Goldman Sachs ETF Access Invt
14.9K
New
N/A
14.9K $0
Goldman Sachs ETF Tr
44.5K
New
N/A
44.5K $0
Goldman Sachs ETF Tr
11.2K
New
N/A
11.2K $0
Capital Group Dividend Growe
37K
+ 376.95%
N/A
46.8K $0
Blackrock ETF Trust
8.94K
New
N/A
8.94K $0
Goldman Sachs ETF Tr
16.4K
New
N/A
16.4K $0
PKG
Packaging Corp Of America

Consumer Cyclical
83
+ 5.32%
$175.97 - $201.36 $14.6K - $16.7K
1.64K $309K
Amplify ETF Tr
39.5K
New
N/A
39.5K $0
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
86
+ 0.28%
$10.51 - $11.34 $904 - $975
31K $346K
AFG
American Financial Group Inc

Financial Services
77
+ 3.58%
$116.9 - $132.12 $9K - $10.2K
2.23K $280K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
123
+ 1.15%
$5.26 - $5.78 $647 - $711
10.8K $58K
IYK
Ishares U.S. Consumer Staples

ETFs
10
+ 0.25%
$67.29 - $72.42 $673 - $724
4.03K $284K
CL
Colgate Palmolive CO

Consumer Defensive
134
+ 2.51%
$87.57 - $96.0 $11.7K - $12.9K
5.48K $497K
SU
Suncor Energy Inc

Energy
65
+ 1.1%
$31.54 - $41.04 $2.05K - $2.67K
6K $224K
FDL
First Tr Morningstar Dividend

ETFs
52
+ 0.95%
$38.19 - $43.19 $1.99K - $2.25K
5.51K $230K
CHD
Church & Dwight CO Inc

Consumer Defensive
220
+ 10.97%
$91.57 - $110.76 $20.1K - $24.4K
2.23K $213K
ITB
Ishares Tr

ETFs
1
+ 0.03%
$85.52 - $96.61 $85.5 - $96.6
3.37K $313K
KNOP
Knot Offshore Partners LP

Industrials
1
+ 0.01%
$6.17 - $7.61 $6.17 - $7.61
11.7K $73K
PGF
Invesco Exchange Traded Fd Tr

ETFs
48
+ 0.1%
$13.7 - $14.31 $658 - $687
49.2K $694K
IT
Gartner Inc

Technology
48
+ 2.6%
$377.5 - $449.52 $18.1K - $21.6K
1.89K $764K
EQNR
Equinor Asa

Energy
130
+ 1.48%
$22.04 - $28.08 $2.87K - $3.65K
8.9K $223K
BKR
Baker Hughes CO

Energy
3.15K
+ 13.64%
$35.0 - $44.92 $110K - $142K
26.3K $1.01M
Activity Summary
Buys All Purchases 555 New Holdings 101 Increased Positions 454 Sells All Sells 433 Reductions 433 Sold out 0 Options Calls 0 Puts 0
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