Sowell Financial Services LLC
Position in LIEN — Chicago Atlantic BDC, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in LIEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,996,250
+$387,549 QoQ
Shares Held
511,387
+3.6% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2
of 48 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $81,238,099 across 66 Asset Management names. LIEN ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
283,447 | $22,932,341 | |
| 2 | STT |
State Street Corp
|
200,394 | $10,743,122 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 5 | LIEN |
Chicago Atlantic BDC, Inc.
This page
|
511,387 | $4,996,250 | |
| 6 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 7 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 8 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 |
All Filings in LIEN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,996,250 | 511,387 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,608,701 | 493,437 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,939,888 | 478,208 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||