SFS
MINC

Sowell Financial Services’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Sowell Financial Services’s Portfolio MINC Stock Details MINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7
Closed – – 2966
2020
Q3 		$0 Sell
7
-14
-67% -$680 ﹤0.01% 2833
2020
Q2 		$1K Buy
21
+7
+50% +$331 ﹤0.01% 2429
2020
Q1 		$1K Hold
14
– – ﹤0.01% 2385
2019
Q4 		$1K Buy
+14
New +$680 ﹤0.01% 2489

Other funds holding MINC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sowell Financial Services's MINC Position: Q4 2020 in Review

Sowell Financial Services sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2020, closing a stake of 7 shares.

Sowell Financial Services first reported a position in MINC in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 31 funds tracked by Wall St. Rank hold MINC as of Q4 2020.

  • Sowell Financial Services reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 7 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2020.
  • Sowell Financial Services first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2019 and held it in 4 quarters.
  • Sowell Financial Services's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $1K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.