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Sowell Financial Services’s Bushido Capital US Equity ETF SMRI Stock Holding History

Sowell Financial Services’s Portfolio SMRI Stock Details SMRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,444
Closed -$381K – 590
2024
Q3 		$381K Buy
+12,444
New +$366K 0.02% 475

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Sowell Financial Services's SMRI Position: Q4 2024 in Review

Sowell Financial Services sold out of Bushido Capital US Equity ETF (SMRI) in Q4 2024, closing a stake of 12,444 shares — an estimated $381K sold.

Sowell Financial Services first reported a position in SMRI in Q3 2024 and held it in 1 quarter. The position peaked at $381K in Q3 2024. 3 funds tracked by Wall St. Rank hold SMRI as of Q4 2024.

  • Sowell Financial Services reported no remaining Bushido Capital US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 12,444 Bushido Capital US Equity ETF shares in Q4 2024, an estimated $381K.
  • Sowell Financial Services first reported a position in Bushido Capital US Equity ETF in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's Bushido Capital US Equity ETF position peaked at $381K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.