Sowell Financial Services’s VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 UGAZ Stock Holding History

Sowell Financial Services’s Portfolio UGAZ Stock Details UGAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-62	Closed	-$5K	–	2842
2019 Q4	$5K	Buy	62 +1	+2%	+$127	﹤0.01%	1938
2019 Q3	$9K	Buy	+61	New	+$9.77K	﹤0.01%	1590

Other funds holding UGAZ

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sowell Financial Services's UGAZ Position: Q1 2020 in Review

Sowell Financial Services sold out of VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 (UGAZ) in Q1 2020, closing a stake of 62 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in UGAZ in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q3 2019. 17 funds tracked by Wall St. Rank hold UGAZ as of Q1 2020.

Sowell Financial Services reported no remaining VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 position as of Q1 2020 after selling out during the quarter.
Sowell Financial Services sold 62 VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 shares in Q1 2020, an estimated $5K.
Sowell Financial Services first reported a position in VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 in Q3 2019 and held it in 2 quarters.
Sowell Financial Services's VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 position peaked at $9K in Q3 2019.
17 funds tracked by Wall St. Rank held VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.