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Sowell Financial Services’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

Sowell Financial Services’s Portfolio THY Stock Details THY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,774
Closed -$683K – 583
2024
Q2 		$683K Buy
30,774
+3,990
+15% +$88.7K 0.03% 391
2024
Q1 		$602K Sell
26,784
-7,884
-23% -$177K 0.03% 428
2023
Q4 		$782K Buy
+34,668
New +$756K 0.04% 372

Other funds holding THY

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sowell Financial Services's THY Position: Q3 2024 in Review

Sowell Financial Services sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q3 2024, closing a stake of 30,774 shares — an estimated $683K sold.

Sowell Financial Services first reported a position in THY in Q4 2023 and held it in 3 quarters. The position peaked at $782K in Q4 2023. 18 funds tracked by Wall St. Rank hold THY as of Q3 2024.

  • Sowell Financial Services reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 30,774 Toews Agility Shares Dynamic Tactical Income ETF shares in Q3 2024, an estimated $683K.
  • Sowell Financial Services first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q4 2023 and held it in 3 quarters.
  • Sowell Financial Services's Toews Agility Shares Dynamic Tactical Income ETF position peaked at $782K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q3 2024.

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