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Sowell Financial Services’s US Commodity Index USCI Stock Holding History

Sowell Financial Services’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-47
Closed -$2K – 2610
2021
Q1 		$2K Buy
+47
New +$1.65K ﹤0.01% 2858

Other funds holding USCI

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Sowell Financial Services sold out of US Commodity Index (USCI) in Q2 2021, closing a stake of 47 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in USCI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 48 funds tracked by Wall St. Rank hold USCI as of Q2 2021.

  • Sowell Financial Services reported no remaining US Commodity Index position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 47 US Commodity Index shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in US Commodity Index in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's US Commodity Index position peaked at $2K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2021.

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