SFS
LIEN

Sowell Financial Services’s Chicago Atlantic BDC LIEN Stock Holding History

Sowell Financial Services’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5M Buy
511,387
+17,950
+4% +$173K 0.16% 133
2026
Q1 		$4.61M Buy
493,437
+15,229
+3% +$155K 0.17% 122
2025
Q4 		$4.94M Buy
+478,208
New +$5.01M 0.18% 120

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Sowell Financial Services increased its Chicago Atlantic BDC (LIEN) stake by 3.6% in Q2 2026, buying an estimated $173K and bringing the position to 511,387 shares worth $5M. The position accounts for 0.16% of the portfolio, ranked #133.

Sowell Financial Services first reported a position in LIEN in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Sowell Financial Services held 511,387 shares of Chicago Atlantic BDC worth $5M as of Q2 2026.
  • Sowell Financial Services bought 17,950 Chicago Atlantic BDC shares in Q2 2026, an estimated $173K.
  • Chicago Atlantic BDC made up 0.16% of Sowell Financial Services's portfolio in Q2 2026, its #133 holding.
  • Sowell Financial Services first reported a position in Chicago Atlantic BDC in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

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