Sowell Financial Services LLC
Position in MMT — Aberdeen Multi-Market Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in MMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$191,598
-$23,014 QoQ
Shares Held
43,545
-6.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 137 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MMT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. MMT ranks #45 (0.4% 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 MMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,598 | 43,545 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $214,612 | 46,453 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $213,318 | 45,875 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $216,586 | 45,311 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $210,404 | 44,767 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $231,951 | 49,882 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $231,470 | 49,354 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $237,806 | 48,831 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $246,804 | 52,736 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $241,848 | 52,235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $235,439 | 51,745 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $218,401 | 51,268 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $229,071 | 50,792 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,511 | 50,333 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,003 | 49,890 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $209,194 | 49,455 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $200,174 | 43,898 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $275,447 | 43,106 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $280,499 | 42,759 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $265,031 | 42,405 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $273,274 | 42,172 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,142 | 678 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,686 | 656 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,660 | 656 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,138 | 624 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||