Sowell Financial Services
SRS icon

Sowell Financial Services’s ProShares UltraShort Real Estate SRS Stock Holding History

Sowell Financial Services’s Portfolio SRS Stock Details SRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,139
Closed -$916K – 579
2024
Q2 		$916K Sell
15,139
-663
-4% -$42.8K 0.04% 341
2024
Q1 		$921K Sell
15,802
-1,245
-7% -$75.8K 0.04% 357
2023
Q4 		$973K Sell
17,047
-4,688
-22% -$350K 0.05% 327
2023
Q3 		$1.79M Sell
21,735
-1,260
-5% -$89.4K 0.11% 206
2023
Q2 		$1.56M Sell
22,995
-6
-0% -$432 0.09% 262
2023
Q1 		$1.6M Buy
23,001
+91
+0.4% +$6.15K 0.12% 199
2022
Q4 		$1.67M Buy
22,910
+9,933
+77% +$757K 0.11% 221
2022
Q3 		$1.08M Buy
+12,977
New +$835K 0.11% 228

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Pacific Capital Wealth Advisors
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Strategic Investment Solutions
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Sowell Financial Services's SRS Position: Q3 2024 in Review

Sowell Financial Services sold out of ProShares UltraShort Real Estate (SRS) in Q3 2024, closing a stake of 15,139 shares — an estimated $916K sold.

Sowell Financial Services first reported a position in SRS in Q3 2022 and held it in 8 quarters. The position peaked at $1.79M in Q3 2023. 13 funds tracked by Wall St. Rank hold SRS as of Q3 2024.

  • Sowell Financial Services reported no remaining ProShares UltraShort Real Estate position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 15,139 ProShares UltraShort Real Estate shares in Q3 2024, an estimated $916K.
  • Sowell Financial Services first reported a position in ProShares UltraShort Real Estate in Q3 2022 and held it in 8 quarters.
  • Sowell Financial Services's ProShares UltraShort Real Estate position peaked at $1.79M in Q3 2023.
  • 13 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.