Sowell Financial Services LLC Closed Holding Positions

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 05, 2021
166
$85.42 - $92.98 $14.2K - $15.4K
BSDE
Invesco ETF Self Indexed Fd Tr

ETFs
Q2 2021 Filed on Aug 05, 2021
2,530
$26.13 - $26.41 $66.1K - $66.8K
BSBE
Invesco ETF Self Indexed Bulle

ETFs
Q2 2021 Filed on Aug 05, 2021
2,563
$25.68 - $25.87 $65.8K - $66.3K
DBB
Invesco Db Base Metals Fund

ETFs
Q2 2021 Filed on Aug 05, 2021
140
$18.67 - $21.3 $2.61K - $2.98K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2021 Filed on Aug 05, 2021
1,802
N/A
SMMD
Ishares Tr Russell 2500 ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
62
$62.15 - $66.8 $3.85K - $4.14K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q2 2021 Filed on Aug 05, 2021
1,073
$44.26 - $49.68 $47.5K - $53.3K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q2 2021 Filed on Aug 05, 2021
940
$28.3 - $28.9 $26.6K - $27.2K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
Q2 2021 Filed on Aug 05, 2021
357
$35.91 - $38.15 $12.8K - $13.6K
EUSB
Ishares Tr Esg Advanced Total

Technology
Q2 2021 Filed on Aug 05, 2021
687
$49.06 - $49.72 $33.7K - $34.2K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
Q2 2021 Filed on Aug 05, 2021
188
$65.77 - $69.68 $12.4K - $13.1K
JPEM
Jp Morgan Diversified Return

ETFs
Q2 2021 Filed on Aug 05, 2021
287
$56.46 - $61.33 $16.2K - $17.6K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
Q2 2021 Filed on Aug 05, 2021
1,897
$87.69 - $99.64 $166K - $189K
JPSE
J P Morgan Diversified Return

ETFs
Q2 2021 Filed on Aug 05, 2021
1,229
$41.67 - $45.21 $51.2K - $55.6K
Jaguar Health Inc Com
Q2 2021 Filed on Aug 05, 2021
3,122
N/A
Janus Long Term Care ETF
Q2 2021 Filed on Aug 05, 2021
80
N/A
JYNT
Joint Corp

Healthcare
Q2 2021 Filed on Aug 05, 2021
12
$45.58 - $83.92 $547 - $1.01K
Juniper Indl Hldgs Inc Com Cl A
Q2 2021 Filed on Aug 05, 2021
202
N/A
KTRA
Kintara Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
8,274
$1.26 - $2.4 $10.4K - $19.9K
KOP
Koppers Holdings Inc.

Basic Materials
Q2 2021 Filed on Aug 05, 2021
604
$30.95 - $38.22 $18.7K - $23.1K
LI
Li Auto Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
100
$17.01 - $34.94 $1.7K - $3.49K
BETZ
Listed Fds Trroundhill Sports
Q2 2021 Filed on Aug 05, 2021
1,050
N/A
LOVE
Lovesac CO

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
20
$58.28 - $91.39 $1.17K - $1.83K
MEIP
Mei Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,999
$2.6 - $3.65 $5.2K - $7.3K
MDHU
Mdh Acquisition Corp
Q2 2021 Filed on Aug 05, 2021
1,000
N/A
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
18
$59.39 - $75.71 $1.07K - $1.36K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
25
$32.46 - $45.0 $812 - $1.13K
MTOR
Meritor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
211
$21.96 - $29.49 $4.63K - $6.22K
CASH
Meta Financial Group Inc

Financial Services
Q2 2021 Filed on Aug 05, 2021
266
$43.94 - $53.89 $11.7K - $14.3K
Momo Inc Adr
Q2 2021 Filed on Aug 05, 2021
25
N/A
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q2 2021 Filed on Aug 05, 2021
30
$16.46 - $23.22 $494 - $697
NTGR
Netgear, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
105
$36.15 - $41.75 $3.8K - $4.38K
NBW
Neuberger Berman California Municipal Fund Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
6,028
$13.69 - $14.68 $82.5K - $88.5K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
2,500
$14.3 - $15.09 $35.8K - $37.7K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
1,365
$16.57 - $19.07 $22.6K - $26K
JMM
Nuveen Multi Market Income Fund

Financial Services
Q2 2021 Filed on Aug 05, 2021
7,594
$7.26 - $7.46 $55.1K - $56.7K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
Q2 2021 Filed on Aug 05, 2021
8,122
$16.02 - $17.21 $130K - $140K
OPCH
Option Care Health, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
15
$16.66 - $22.45 $250 - $337
OFIX
Orthofix Medical Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
2,448
$40.11 - $45.25 $98.2K - $111K
OUST
Ouster, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
176
$7.63 - $14.48 $1.34K - $2.55K
Ozon Hldgs PLC Sponsored Ads
Q2 2021 Filed on Aug 05, 2021
7
N/A
Pae Inc Com Cl A
Q2 2021 Filed on Aug 05, 2021
400
N/A
PHX
Phx Minerals Inc.

Energy
Q2 2021 Filed on Aug 05, 2021
15
$2.02 - $3.94 $30.3 - $59.1
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2021 Filed on Aug 05, 2021
4,164
$27.3 - $27.71 $114K - $115K
PPBI
Pacific Premier Bancorp Inc

Financial Services
Q2 2021 Filed on Aug 05, 2021
144
$40.78 - $47.07 $5.87K - $6.78K
PAYA
Paya Holdings Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
10
$9.13 - $11.75 $91.3 - $118
PSNL
Personalis, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
392
$18.15 - $27.75 $7.11K - $10.9K
PETQ
Pet Iq, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
25
$34.94 - $45.35 $874 - $1.13K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 05, 2021
7,017
$10.99 - $11.94 $77.1K - $83.8K
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