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Sowell Financial Services’s Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF EVMT Stock Holding History

Sowell Financial Services’s Portfolio EVMT Stock Details EVMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,149
Closed -$214K – 546
2023
Q3 		$214K Buy
11,149
+67
+0.6% +$1.36K 0.01% 497
2023
Q2 		$232K Buy
+11,082
New +$238K 0.01% 538

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Susquehanna International Group
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N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sowell Financial Services's EVMT Position: Q4 2023 in Review

Sowell Financial Services sold out of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) in Q4 2023, closing a stake of 11,149 shares — an estimated $214K sold.

Sowell Financial Services first reported a position in EVMT in Q2 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 8 funds tracked by Wall St. Rank hold EVMT as of Q4 2023.

  • Sowell Financial Services reported no remaining Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 11,149 Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF shares in Q4 2023, an estimated $214K.
  • Sowell Financial Services first reported a position in Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF in Q2 2023 and held it in 2 quarters.
  • Sowell Financial Services's Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF position peaked at $232K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.