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Sowell Financial Services’s ROBO Global Artificial Intelligence ETF THNQ Stock Holding History

Sowell Financial Services’s Portfolio THNQ Stock Details THNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-995
Closed -$39K – 2497
2021
Q1 		$39K Buy
995
+103
+12% +$4.29K ﹤0.01% 1763
2020
Q4 		$36K Hold
892
– – ﹤0.01% 1520
2020
Q3 		$29K Buy
+892
New +$28.3K ﹤0.01% 1404

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SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Sowell Financial Services's THNQ Position: Q2 2021 in Review

Sowell Financial Services sold out of ROBO Global Artificial Intelligence ETF (THNQ) in Q2 2021, closing a stake of 995 shares — an estimated $39K sold.

Sowell Financial Services first reported a position in THNQ in Q3 2020 and held it in 3 quarters. The position peaked at $39K in Q1 2021. 15 funds tracked by Wall St. Rank hold THNQ as of Q2 2021.

  • Sowell Financial Services reported no remaining ROBO Global Artificial Intelligence ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 995 ROBO Global Artificial Intelligence ETF shares in Q2 2021, an estimated $39K.
  • Sowell Financial Services first reported a position in ROBO Global Artificial Intelligence ETF in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's ROBO Global Artificial Intelligence ETF position peaked at $39K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held ROBO Global Artificial Intelligence ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.