Sowell Financial Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,125	Closed	-$127K	–	950
2021 Q1	$127K	Sell	1,125 -86	-7%	-$9.78K	﹤0.01%	1265
2020 Q4	$142K	Buy	1,211 +6	+0.5%	+$695	0.01%	1002
2020 Q3	$138K	Sell	1,205 -4	-0.3%	-$463	0.01%	864
2020 Q2	$138K	Buy	1,209 +1,068	+757%	+$118K	0.01%	861
2020 Q1	$15K	Buy	141 +13	+10%	+$1.42K	﹤0.01%	1469
2019 Q4	$14K	Buy	128 +96	+300%	+$10.5K	﹤0.01%	1559
2019 Q3	$4K	Buy	+32	New	+$3.47K	﹤0.01%	1819

Other funds holding CORP

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Bank of America

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

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return