Sowell Financial Services’s Inspire Corporate Bond ETF IBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-40,040	Closed	-$1.03M	–	2547
2019 Q4	$1.03M	Sell	40,040 -853	-2%	-$22K	0.08%	258
2019 Q3	$1.05M	Buy	+40,893	New	+$1.05M	0.09%	248
2019 Q1	$812K	Buy	32,300 +55	+0.2%	+$1.36K	0.09%	236
2018 Q4	$787K	Buy	+32,245	New	+$785K	0.11%	197
2018 Q3	–	Sell	-31,560	Closed	-$770K	–	397
2018 Q2	$770K	Buy	+31,560	New	+$770K	0.16%	127

Other funds holding IBD

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sowell Financial Services's IBD Position: Q1 2020 in Review

Sowell Financial Services sold out of Inspire Corporate Bond ETF (IBD) in Q1 2020, closing a stake of 40,040 shares — an estimated $1.03M sold.

Sowell Financial Services first reported a position in IBD in Q2 2018 and held it in 5 quarters. The position peaked at $1.05M in Q3 2019. 32 funds tracked by Wall St. Rank hold IBD as of Q1 2020.

Sowell Financial Services reported no remaining Inspire Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Sowell Financial Services sold 40,040 Inspire Corporate Bond ETF shares in Q1 2020, an estimated $1.03M.
Sowell Financial Services first reported a position in Inspire Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Sowell Financial Services's Inspire Corporate Bond ETF position peaked at $1.05M in Q3 2019.
32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.