Sowell Financial Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-23	Closed	-$3K	–	2377
2021 Q1	$3K	Buy	+23	New	+$2.44K	﹤0.01%	2759
2020 Q1	–	Sell	-4,818	Closed	-$482K	–	2678
2019 Q4	$482K	Buy	4,818 +1,705	+55%	+$167K	0.04%	461
2019 Q3	$296K	Buy	+3,113	New	+$292K	0.02%	538

Other funds holding SMLV

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return