Sowell Financial Services’s Rareview Systematic Equity ETF RSEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-12,475
Closed -$355K – 1035
2024
Q4
$355K Sell
12,475
-800
-6% -$24.9K 0.02% 452
2024
Q3
$418K Hold
13,275
– – 0.02% 463
2024
Q2
$388K Hold
13,275
– – 0.02% 466
2024
Q1
$369K Hold
13,275
– – 0.02% 493
2023
Q4
$347K Hold
13,275
– – 0.02% 475
2023
Q3
$329K Buy
13,275
+775
+6% +$20.4K 0.02% 451
2023
Q2
$332K Hold
12,500
– – 0.02% 503
2023
Q1
$313K Buy
+12,500
New +$309K 0.02% 541

Other funds holding RSEE

Sowell Financial Services's RSEE Position: Q1 2025 in Review

Sowell Financial Services sold out of Rareview Systematic Equity ETF (RSEE) in Q1 2025, closing a stake of 12,475 shares — an estimated $355K sold.

Sowell Financial Services first reported a position in RSEE in Q1 2023 and held it in 8 quarters. The position peaked at $418K in Q3 2024. 12 funds tracked by Wall St. Rank hold RSEE as of Q1 2025.

  • Sowell Financial Services reported no remaining Rareview Systematic Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 12,475 Rareview Systematic Equity ETF shares in Q1 2025, an estimated $355K.
  • Sowell Financial Services first reported a position in Rareview Systematic Equity ETF in Q1 2023 and held it in 8 quarters.
  • Sowell Financial Services's Rareview Systematic Equity ETF position peaked at $418K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.