SFS
EGIS

Sowell Financial Services’s 2ndVote Society Defended ETF EGIS Stock Holding History

Sowell Financial Services’s Portfolio EGIS Stock Details EGIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-402
Closed -$13K – 2984
2021
Q1 		$13K Buy
+402
New +$11.6K ﹤0.01% 2227

Other funds holding EGIS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Sowell Financial Services sold out of 2ndVote Society Defended ETF (EGIS) in Q2 2021, closing a stake of 402 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in EGIS in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 6 funds tracked by Wall St. Rank hold EGIS as of Q2 2021.

  • Sowell Financial Services reported no remaining 2ndVote Society Defended ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 402 2ndVote Society Defended ETF shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in 2ndVote Society Defended ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's 2ndVote Society Defended ETF position peaked at $13K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q2 2021.

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