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Arax Advisory Partners’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Arax Advisory Partners’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-850
Closed -$25.3K – 3182
2025
Q1 		$25.3K Buy
+850
New +$26.5K ﹤0.01% 1209

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IC
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CW
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OFS
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BTI
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OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Arax Advisory Partners's SOVF Position: Q2 2025 in Review

Arax Advisory Partners sold out of Sovereign's Capital Flourish Fund (SOVF) in Q2 2025, closing a stake of 850 shares — an estimated $25.3K sold.

Arax Advisory Partners first reported a position in SOVF in Q1 2025 and held it in 1 quarter. The position peaked at $25.3K in Q1 2025. 28 funds tracked by Wall St. Rank hold SOVF as of Q2 2025.

  • Arax Advisory Partners reported no remaining Sovereign's Capital Flourish Fund position as of Q2 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 850 Sovereign's Capital Flourish Fund shares in Q2 2025, an estimated $25.3K.
  • Arax Advisory Partners first reported a position in Sovereign's Capital Flourish Fund in Q1 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Sovereign's Capital Flourish Fund position peaked at $25.3K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2025.

Based on Arax Advisory Partners's 13F filing for Q2 2025, filed 12 Aug 2025.