Sowell Financial Services’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-27	Closed	-$1K	–	3137
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	3068
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	2661
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	2479
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	2414
2020 Q1	$1K	Buy	+27	New	+$670	﹤0.01%	2364

Other funds holding RFUN

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Sowell Financial Services sold out of RiverFront Dynamic Unconstrained Income (RFUN) in Q2 2021, closing a stake of 27 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in RFUN in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 12 funds tracked by Wall St. Rank hold RFUN as of Q2 2021.

Sowell Financial Services reported no remaining RiverFront Dynamic Unconstrained Income position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 27 RiverFront Dynamic Unconstrained Income shares in Q2 2021, an estimated $1K.
Sowell Financial Services first reported a position in RiverFront Dynamic Unconstrained Income in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's RiverFront Dynamic Unconstrained Income position peaked at $1K in Q1 2021.
12 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q2 2021.

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