Sowell Financial Services’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-35	Closed	-$21K	–	3122
2021 Q1	$21K	Hold	35	–	–	﹤0.01%	2054
2020 Q4	$19K	Hold	35	–	–	﹤0.01%	1773
2020 Q3	$16K	Hold	35	–	–	﹤0.01%	1664
2020 Q2	$12K	Buy	+35	New	+$10.8K	﹤0.01%	1645

Other funds holding FLGE

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Sowell Financial Services sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q2 2021, closing a stake of 35 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in FLGE in Q2 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2021. 48 funds tracked by Wall St. Rank hold FLGE as of Q2 2021.

Sowell Financial Services reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 35 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q2 2021, an estimated $21K.
Sowell Financial Services first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q2 2020 and held it in 4 quarters.
Sowell Financial Services's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $21K in Q1 2021.
48 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q2 2021.

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