Sowell Financial Services’s ProShares Ultra Utilities UPW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,400	Closed	-$38K	–	2604
2021 Q1	$38K	Hold	2,400	–	–	﹤0.01%	1774
2020 Q4	$34K	Buy	+2,400	New	+$34.2K	﹤0.01%	1535

Other funds holding UPW

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Sowell Financial Services sold out of ProShares Ultra Utilities (UPW) in Q2 2021, closing a stake of 2,400 shares — an estimated $38K sold.

Sowell Financial Services first reported a position in UPW in Q4 2020 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 8 funds tracked by Wall St. Rank hold UPW as of Q2 2021.

Sowell Financial Services reported no remaining ProShares Ultra Utilities position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,400 ProShares Ultra Utilities shares in Q2 2021, an estimated $38K.
Sowell Financial Services first reported a position in ProShares Ultra Utilities in Q4 2020 and held it in 2 quarters.
Sowell Financial Services's ProShares Ultra Utilities position peaked at $38K in Q1 2021.
8 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q2 2021.

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