Sowell Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,027	Closed	-$237K	–	2232
2021 Q1	$237K	Sell	3,027 -1,499	-33%	-$106K	0.01%	959
2020 Q4	$307K	Buy	4,526 +1	+0%	+$65	0.01%	689
2020 Q3	$276K	Sell	4,525 -425	-9%	-$26.1K	0.01%	642
2020 Q2	$297K	Sell	4,950 -348	-7%	-$20.4K	0.02%	603
2020 Q1	$292K	Buy	5,298 +2,449	+86%	+$176K	0.02%	555
2019 Q4	$215K	Buy	2,849 +2,786	+4,422%	+$216K	0.02%	689
2019 Q3	$5K	Buy	+63	New	+$4.85K	﹤0.01%	1774

Other funds holding REZ

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return