Sowell Financial Services LLC ETFs

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$634,000 0.03% of portfolio	32,007	Q4 2024 Added 9.07%
DGRO Ishares Core Dividend Growth E	$0	$627,000 0.03% of portfolio	10,229	Q4 2024 Reduced 26.17%
HEFA Ishares Currency Hedged Msci E	$0	$627,000 0.03% of portfolio	18,054	Q4 2024 Added 2.5%
PGF Invesco Exchange Traded Fd Tr	$0	$605,000 0.03% of portfolio	41,636	Q4 2024 Added 9.51%
BJUL Innovator U.S. Equity Buffer E	$0	$596,000 0.03% of portfolio	13,380	Q4 2024 New
AIQ Global X Funds Global X Artifi	$0	$562,000 0.03% of portfolio	14,570	Q4 2024 Added 9.13%
PCEF Invesco Cef Income Composite E	$0	$555,000 0.03% of portfolio	28,981	Q4 2024 Added 6.76%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$552,000 0.03% of portfolio	10,994	Q4 2024 Reduced 27.29%
SPTS Spdr Portfolio Short Term Trea	$0	$540,000 0.03% of portfolio	18,637	Q4 2024 Reduced 16.08%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$538,000 0.03% of portfolio	22,826	Q4 2024 Reduced 1.43%
FAPR First Ex Tr Fd Viii Ft Cboe Ve	$0	$525,000 0.03% of portfolio	12,721	Q4 2024 New
IAGG Ishares Tr Core Intl Aggregate	$0	$520,000 0.03% of portfolio	10,424	Q4 2024 Reduced 25.14%
IHDG Wisdomtree Tr	$0	$495,000 0.03% of portfolio	11,409	Q4 2024 Reduced 85.23%
SCHB Schwab Strategic Tr Us Broad M	$0	$488,000 0.03% of portfolio	21,519	Q4 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$487,000 0.03% of portfolio	23,132	Q4 2024 Added 16.18%
FAUG First Tr ETF Viii Cboe Vest Us	$0	$478,000 0.03% of portfolio	10,283	Q4 2024 New
PICK Ishares Inc Msci Global Select	$0	$449,000 0.02% of portfolio	12,854	Q4 2024 Reduced 42.07%
DNOV First Tr ETF Viii Ft Cboe Vest	$0	$431,000 0.02% of portfolio	10,055	Q4 2024 New
ENFR Alerian Energy Infrastructure	$0	$395,000 0.02% of portfolio	12,687	Q4 2024 New
HYLB Xtrackers Usd High Yield Corp	$0	$389,000 0.02% of portfolio	10,796	Q4 2024 Reduced 9.29%
FDIG Fidelity Covington Tr Crypto I	$0	$355,000 0.02% of portfolio	10,952	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$322,000 0.02% of portfolio	12,609	Q4 2024 Added 2.23%
URA Global X Uranium ETF	$0	$310,000 0.02% of portfolio	11,588	Q4 2024 Reduced 87.97%
PEY Invesco Exchange Traded Fd Tr	$0	$276,000 0.01% of portfolio	12,993	Q4 2024 Added 0.14%
FTGC First Trust Global Tactical CO	$0	$274,000 0.01% of portfolio	11,491	Q4 2024 New
PFFD Global X Fds U S Pfd ETF (De)	$0	$262,000 0.01% of portfolio	13,437	Q4 2024 Reduced 21.68%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$252,000 0.01% of portfolio	10,756	Q4 2024 Reduced 74.55%
PHB Invesco Fd Tr Ii Fundamental H	$0	$237,000 0.01% of portfolio	13,123	Q3 2023 Reduced 0.21%
EWZ Ishares Inc Msci Brazil ETF	$0	$232,000 0.01% of portfolio	10,322	Q4 2024 Reduced 3.31%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$230,000 0.01% of portfolio	10,423	Q4 2024 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	11,452	Q4 2024 New
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	24,406	Q4 2024 Added 109.17%

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