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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSPRING MULTI SECTOR INCOM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 301 | 0.17 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | PURBTA 0 5 YR | 652 | $1,613,000 | 64,330 | 0.00 | 0.00 | -1,300 | -1.98 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 653 | $1,604,000 | 41,263 | 0.00 | 0.00 | -639 | -1.52 | 03-31-2024 |
| REAVES UTIL INCOME FD | Stock | 654 | $1,597,000 | 59,219 | 0.00 | 0.00 | 341 | 0.58 | 03-31-2024 |
