Sowell Financial Services’s Barron's 400 ETF BFOR Stock Holding History

Sowell Financial Services’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14,800	Closed	-$218K	–	757
2021 Q1	$218K	Sell	14,800 -12,000	-45%	-$162K	0.01%	1004
2020 Q4	$333K	Hold	26,800	–	–	0.01%	653
2020 Q3	$281K	Sell	26,800 -4,000	-13%	-$41.7K	0.01%	636
2020 Q2	$302K	Hold	30,800	–	–	0.02%	597
2020 Q1	$240K	Sell	30,800 -6,800	-18%	-$66K	0.02%	600
2019 Q4	$402K	Hold	37,600	–	–	0.03%	510
2019 Q3	$374K	Buy	+37,600	New	+$373K	0.03%	477
2019 Q1	$526K	Hold	52,500	–	–	0.06%	317
2018 Q4	$466K	Buy	+52,500	New	+$522K	0.07%	285
2018 Q3	–	Sell	-52,500	Closed	-$588K	–	372
2018 Q2	$588K	Hold	52,500	–	–	0.12%	159
2018 Q1	$544K	Hold	52,500	–	–	0.14%	143
2017 Q4	$569K	Buy	52,500 +11,200	+27%	+$114K	0.14%	144
2017 Q3	$416K	Hold	41,300	–	–	0.11%	157
2017 Q2	$392K	Hold	41,300	–	–	0.11%	159
2017 Q1	$382K	Buy	41,300 +14,900	+56%	+$134K	0.11%	161
2016 Q4	$242K	Buy	+26,400	New	+$220K	0.08%	172

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Sowell Financial Services's BFOR Position: Q2 2021 in Review

Sowell Financial Services sold out of Barron's 400 ETF (BFOR) in Q2 2021, closing a stake of 14,800 shares — an estimated $218K sold.

Sowell Financial Services first reported a position in BFOR in Q4 2016 and held it in 16 quarters. The position peaked at $588K in Q2 2018. 20 funds tracked by Wall St. Rank hold BFOR as of Q2 2021.

Sowell Financial Services reported no remaining Barron's 400 ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 14,800 Barron's 400 ETF shares in Q2 2021, an estimated $218K.
Sowell Financial Services first reported a position in Barron's 400 ETF in Q4 2016 and held it in 16 quarters.
Sowell Financial Services's Barron's 400 ETF position peaked at $588K in Q2 2018.
20 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.