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Sowell Financial Services’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Sowell Financial Services’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-73
Closed -$2K – 2657
2020
Q1 		$2K Buy
+73
New +$1.8K ﹤0.01% 2128

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SSWM
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's TECB Position: Q2 2020 in Review

Sowell Financial Services sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2020, closing a stake of 73 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in TECB in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 9 funds tracked by Wall St. Rank hold TECB as of Q2 2020.

  • Sowell Financial Services reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 73 iShares US Tech Breakthrough Multisector ETF shares in Q2 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2020 and held it in 1 quarter.
  • Sowell Financial Services's iShares US Tech Breakthrough Multisector ETF position peaked at $2K in Q1 2020.
  • 9 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.