SFS
OLD

Sowell Financial Services’s The Long-Term Care ETF OLD Stock Holding History

Sowell Financial Services’s Portfolio OLD Stock Details OLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-80
Closed -$3K – 3139
2021
Q1 		$3K Buy
+80
New +$2.46K ﹤0.01% 2783

Other funds holding OLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sowell Financial Services's OLD Position: Q2 2021 in Review

Sowell Financial Services sold out of The Long-Term Care ETF (OLD) in Q2 2021, closing a stake of 80 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in OLD in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 15 funds tracked by Wall St. Rank hold OLD as of Q2 2021.

  • Sowell Financial Services reported no remaining The Long-Term Care ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 80 The Long-Term Care ETF shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in The Long-Term Care ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's The Long-Term Care ETF position peaked at $3K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.