SFS
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Sowell Financial Services’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Sowell Financial Services’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-860
Closed -$23K – 1541
2021
Q1 		$23K Buy
+860
New +$22.9K ﹤0.01% 1997

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sowell Financial Services sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2021, closing a stake of 860 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in IG in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 8 funds tracked by Wall St. Rank hold IG as of Q2 2021.

  • Sowell Financial Services reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 860 Principal Investment Grade Corporate Active ETF shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Principal Investment Grade Corporate Active ETF position peaked at $23K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2021.

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