Sowell Financial Services’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-100	Closed	-$18K	–	1393
2021 Q1	$18K	Hold	100	–	–	﹤0.01%	2091
2020 Q4	$19K	Hold	100	–	–	﹤0.01%	1765
2020 Q3	$20K	Hold	100	–	–	﹤0.01%	1561
2020 Q2	$20K	Hold	100	–	–	﹤0.01%	1462
2020 Q1	$18K	Hold	100	–	–	﹤0.01%	1426
2019 Q4	$18K	Hold	100	–	–	﹤0.01%	1470
2019 Q3	$18K	Buy	+100	New	+$18.3K	﹤0.01%	1317

Other funds holding GLDI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Sowell Financial Services sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q2 2021, closing a stake of 100 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in GLDI in Q3 2019 and held it in 7 quarters. The position peaked at $20K in Q3 2020. 24 funds tracked by Wall St. Rank hold GLDI as of Q2 2021.

Sowell Financial Services reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 100 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q2 2021, an estimated $18K.
Sowell Financial Services first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $20K in Q3 2020.
24 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q2 2021.

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