Sowell Financial Services’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14	Closed	–	–	2655
2021 Q1	$0	Sell	14 -1	-7%	-$12	﹤0.01%	3316
2020 Q4	$0	Hold	15	–	–	﹤0.01%	2876
2020 Q3	$0	Hold	15	–	–	﹤0.01%	2732
2020 Q2	$0	Buy	+15	New	+$155	﹤0.01%	2688

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Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return