Sowell Financial Services’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-970	Closed	-$50K	–	2339
2021 Q1	$50K	Hold	970	–	–	﹤0.01%	1663
2020 Q4	$50K	Hold	970	–	–	﹤0.01%	1405
2020 Q3	$50K	Buy	+970	New	+$50.1K	﹤0.01%	1202
2020 Q2	–	Sell	-1	Closed	–	–	2658
2020 Q1	$0	Sell	1 -2,343	-100%	-$118K	﹤0.01%	2672
2019 Q4	$118K	Buy	2,344 +301	+15%	+$15.2K	0.01%	864
2019 Q3	$103K	Buy	+2,043	New	+$103K	0.01%	823

Other funds holding SHAG

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return