Sowell Financial Services
RWLC icon

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
Q3 		$35.7M Buy
927,067
+17,188
+2% +$658K 1.15% 10
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

GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sowell Financial Services's RWLC Position: Q3 2026 in Review

Sowell Financial Services increased its Rayliant NxtGen Multifactor US Equity ETF (RWLC) stake by 1.9% in Q3 2026, buying an estimated $658K and bringing the position to 927,067 shares worth $35.7M. The position accounts for 1.15% of the portfolio, ranked #10.

Sowell Financial Services first reported a position in RWLC in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold RWLC as of Q3 2026.

  • Sowell Financial Services held 927,067 shares of Rayliant NxtGen Multifactor US Equity ETF worth $35.7M as of Q3 2026.
  • Sowell Financial Services bought 17,188 Rayliant NxtGen Multifactor US Equity ETF shares in Q3 2026, an estimated $658K.
  • Rayliant NxtGen Multifactor US Equity ETF made up 1.15% of Sowell Financial Services's portfolio in Q3 2026, its #10 holding.
  • Sowell Financial Services first reported a position in Rayliant NxtGen Multifactor US Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held Rayliant NxtGen Multifactor US Equity ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.