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Sowell Financial Services’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Sowell Financial Services’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 3246
2020
Q4 		$0 Hold
4
– – ﹤0.01% 2813
2020
Q3 		$0 Hold
4
– – ﹤0.01% 2665
2020
Q2 		$0 Hold
4
– – ﹤0.01% 2607
2020
Q1 		$0 Buy
+4
New +$108 ﹤0.01% 2611

Other funds holding OGIG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's OGIG Position: Q1 2021 in Review

Sowell Financial Services sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2021, closing a stake of 4 shares.

Sowell Financial Services first reported a position in OGIG in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 87 funds tracked by Wall St. Rank hold OGIG as of Q1 2021.

  • Sowell Financial Services reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4 ALPS O'Shares Global Internet Giants ETF shares in Q1 2021.
  • Sowell Financial Services first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's ALPS O'Shares Global Internet Giants ETF position peaked at $0 in Q4 2020.
  • 87 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.