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Equibles

Sowell Financial Services LLC

Position in BGT — Blackrock Floating Rate Income Trust

CIK 1633697 NORTH LITTLE ROCK, AR
Back to BGT Full portfolio

Position in BGT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$163,641
+$3,436 QoQ
Shares Held
15,351
+3.1% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#46
of 79 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BGT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. BGT ranks #52 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BTZ
Blackrock Credit Allocation Income Trust
 761,468 $7,782,202
2 BN
BROOKFIELD Corp /ON/
 122,009 $5,196,363
3 LIEN
Chicago Atlantic BDC, Inc.
 511,387 $4,996,250
4 FLC
Flaherty & Crumrine Total Return Fund Inc
 204,611 $3,457,925
5 FFC
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
 112,147 $1,825,753
6 JQC
Nuveen Credit Strategies Income Fund
 321,246 $1,561,255
7 BX
Blackstone Inc.
 12,954 $1,524,297
8 ERC
Allspring Multi-Sector Income Fund
 147,782 $1,361,072

All Filings in BGT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $163,641 15,351
2026-03-31 $160,205 14,889
2025-12-31 $163,718 14,450
2025-09-30 $170,622 14,043
2025-06-30 $171,248 13,678
2025-03-31 $177,841 14,319
2023-03-31 $155,449 13,867
2021-03-31 $158,526 12,672