SFS
RWLC

Sowell Financial Services’s Rayliant NxtGen Multifactor US Equity ETF RWLC Stock Holding History

Sowell Financial Services’s Portfolio RWLC Stock Details RWLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.1M Buy
909,879
+101,807
+13% +$3.64M 1.11% 11
2026
Q1 		$25.7M Buy
808,072
+50,435
+7% +$1.67M 0.95% 13
2025
Q4 		$25.2M Buy
757,637
+70,660
+10% +$2.65M 0.92% 13
2025
Q3 		$26M Buy
686,977
+44,233
+7% +$1.62M 1% 12
2025
Q2 		$23.1M Buy
642,744
+52,237
+9% +$1.75M 0.94% 15
2025
Q1 		$19.2M Buy
+590,507
New +$19.4M 0.87% 15

Other funds holding RWLC

GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Sowell Financial Services's RWLC Position: Q2 2026 in Review

Sowell Financial Services increased its Rayliant NxtGen Multifactor US Equity ETF (RWLC) stake by 13% in Q2 2026, buying an estimated $3.64M and bringing the position to 909,879 shares worth $34.1M. The position accounts for 1.11% of the portfolio, ranked #11.

Sowell Financial Services first reported a position in RWLC in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold RWLC as of Q2 2026.

  • Sowell Financial Services held 909,879 shares of Rayliant NxtGen Multifactor US Equity ETF worth $34.1M as of Q2 2026.
  • Sowell Financial Services bought 101,807 Rayliant NxtGen Multifactor US Equity ETF shares in Q2 2026, an estimated $3.64M.
  • Rayliant NxtGen Multifactor US Equity ETF made up 1.11% of Sowell Financial Services's portfolio in Q2 2026, its #11 holding.
  • Sowell Financial Services first reported a position in Rayliant NxtGen Multifactor US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Rayliant NxtGen Multifactor US Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.