Sowell Financial Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-55	Closed	-$3K	–	2778
2020 Q3	$3K	Hold	55	–	–	﹤0.01%	2130
2020 Q2	$3K	Sell	55 -98	-64%	-$4.72K	﹤0.01%	2048
2020 Q1	$7K	Buy	153 +4	+3%	+$198	﹤0.01%	1717
2019 Q4	$7K	Buy	149 +54	+57%	+$2.75K	﹤0.01%	1799
2019 Q3	$5K	Buy	+95	New	+$4.85K	﹤0.01%	1767
2018 Q1	–	Sell	-16,045	Closed	-$826K	–	292
2017 Q4	$826K	Buy	+16,045	New	+$827K	0.2%	110

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HighTower Advisors

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Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return