Sowell Financial Services’s Global X Founder-Run Companies ETF BOSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-844	Closed	-$27K	–	2953
2021 Q1	$27K	Hold	844	–	–	﹤0.01%	1929
2020 Q4	$25K	Buy	+844	New	+$23.7K	﹤0.01%	1649

Other funds holding BOSS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

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

Sowell Financial Services sold out of Global X Founder-Run Companies ETF (BOSS) in Q2 2021, closing a stake of 844 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in BOSS in Q4 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 7 funds tracked by Wall St. Rank hold BOSS as of Q2 2021.

Sowell Financial Services reported no remaining Global X Founder-Run Companies ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 844 Global X Founder-Run Companies ETF shares in Q2 2021, an estimated $27K.
Sowell Financial Services first reported a position in Global X Founder-Run Companies ETF in Q4 2020 and held it in 2 quarters.
Sowell Financial Services's Global X Founder-Run Companies ETF position peaked at $27K in Q1 2021.
7 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q2 2021.

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