Sowell Financial Services’s American Century Focused Large Cap Value ETF FLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,001	Closed	-$490K	–	1284
2021 Q1	$490K	Buy	8,001 +4,075	+104%	+$227K	0.02%	644
2020 Q4	$213K	Buy	3,926 +7	+0.2%	+$360	0.01%	815
2020 Q3	$188K	Buy	3,919 +417	+12%	+$20K	0.01%	749
2020 Q2	$158K	Buy	+3,502	New	+$155K	0.01%	805

Other funds holding FLV

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

StrongBox Wealth Lee's Summit, Missouri $351M AUM 16.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Sowell Financial Services sold out of American Century Focused Large Cap Value ETF (FLV) in Q2 2021, closing a stake of 8,001 shares — an estimated $490K sold.

Sowell Financial Services first reported a position in FLV in Q2 2020 and held it in 4 quarters. The position peaked at $490K in Q1 2021. 19 funds tracked by Wall St. Rank hold FLV as of Q2 2021.

Sowell Financial Services reported no remaining American Century Focused Large Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 8,001 American Century Focused Large Cap Value ETF shares in Q2 2021, an estimated $490K.
Sowell Financial Services first reported a position in American Century Focused Large Cap Value ETF in Q2 2020 and held it in 4 quarters.
Sowell Financial Services's American Century Focused Large Cap Value ETF position peaked at $490K in Q1 2021.
19 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q2 2021.

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