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Sowell Financial Services’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Sowell Financial Services’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,466
Closed -$297K – 775
2023
Q1 		$297K Buy
+2,466
New +$322K 0.02% 558

Other funds holding SARK

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Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $182M AUM 103.97% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GCM
Galibier Capital Management Toronto, Ontario, Canada $300M AUM 22.03% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Sowell Financial Services's SARK Position: Q2 2023 in Review

Sowell Financial Services sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q2 2023, closing a stake of 2,466 shares — an estimated $297K sold.

Sowell Financial Services first reported a position in SARK in Q1 2023 and held it in 1 quarter. The position peaked at $297K in Q1 2023. 46 funds tracked by Wall St. Rank hold SARK as of Q2 2023.

  • Sowell Financial Services reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 2,466 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q2 2023, an estimated $297K.
  • Sowell Financial Services first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $297K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.