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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

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

Sowell Financial Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2021, closing a stake of 1,125 shares — an estimated $127K sold.

Sowell Financial Services first reported a position in CORP in Q3 2019 and held it in 7 quarters. The position peaked at $142K in Q4 2020. 135 funds tracked by Wall St. Rank hold CORP as of Q2 2021.

Sowell Financial Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,125 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2021, an estimated $127K.
Sowell Financial Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $142K in Q4 2020.
135 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2021.

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