Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,655 | -3.67 | 03-31-2024 |
| FLAHERTY & CRUMRINE PFD SECS | COM | 552 | $1,897,000 | 127,731 | 0.00 | 0.00 | 2,602 | 2.08 | 03-31-2024 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 553 | $1,880,000 | 38,773 | 0.00 | 0.00 | -43,291 | -52.75 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 554 | $1,875,000 | 52,657 | 0.00 | 0.00 | -2,848 | -5.13 | 03-31-2024 |
