Sowell Financial Services’s Alexis Practical Tactical ETF LEXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.66M	Hold	139,300	–	–	0.19%	119
2026 Q1	$4.91M	Hold	139,300	–	–	0.18%	117
2025 Q4	$4.96M	Hold	139,300	–	–	0.18%	119
2025 Q3	$4.84M	Hold	139,300	–	–	0.19%	111
2025 Q2	$4.5M	Hold	139,300	–	–	0.18%	115
2025 Q1	$4.08M	Hold	139,300	–	–	0.19%	117
2024 Q4	$4.2M	Hold	139,300	–	–	0.22%	110
2024 Q3	$4.27M	Sell	139,300 -33,814	-20%	-$1M	0.2%	120
2024 Q2	$5.05M	Sell	173,114 -108	-0.1%	-$3.07K	0.24%	101
2024 Q1	$4.95M	Hold	173,222	–	–	0.23%	109
2023 Q4	$4.64M	Sell	173,222 -80	-0%	-$1.99K	0.25%	107
2023 Q3	$4.18M	Sell	173,302 -91,804	-35%	-$2.29M	0.26%	101
2023 Q2	$6.6M	Buy	+265,106	New	+$6.38M	0.37%	62
2023 Q1	–	Sell	-179,188	Closed	-$4.16M	–	808
2022 Q4	$4.16M	Buy	179,188 +21,175	+13%	+$488K	0.27%	100
2022 Q3	$3.35M	Sell	158,013 -54,492	-26%	-$1.27M	0.34%	84
2022 Q2	$4.96M	Buy	212,505 +36,835	+21%	+$884K	0.46%	51
2022 Q1	$4.67M	Sell	175,670 -1,535,776	-90%	-$39.2M	0.82%	22
2021 Q4	$46.3M	Buy	1,711,446 +100,356	+6%	+$2.64M	2.66%	5
2021 Q3	$40.2M	Buy	+1,611,090	New	+$41.1M	2.72%	5

Other funds holding LEXI

ISWM

Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's LEXI Position: Q2 2026 in Review

Sowell Financial Services held its Alexis Practical Tactical ETF (LEXI) position steady in Q2 2026 at 139,300 shares worth $5.66M. The position accounts for 0.19% of the portfolio, ranked #119.

Sowell Financial Services first reported a position in LEXI in Q3 2021 and has held it in 19 quarters since. The position peaked at $46.3M in Q4 2021. 5 funds tracked by Wall St. Rank hold LEXI as of Q2 2026.

Sowell Financial Services held 139,300 shares of Alexis Practical Tactical ETF worth $5.66M as of Q2 2026.
Sowell Financial Services left its Alexis Practical Tactical ETF share count unchanged in Q2 2026.
Alexis Practical Tactical ETF made up 0.19% of Sowell Financial Services's portfolio in Q2 2026, its #119 holding.
Sowell Financial Services first reported a position in Alexis Practical Tactical ETF in Q3 2021 and has held it in 19 quarters since.
Sowell Financial Services's Alexis Practical Tactical ETF position peaked at $46.3M in Q4 2021.
5 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.