Sowell Financial Services LLC
Position in RQI — Cohen & Steers Quality Income Realty Fund Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in RQI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$762,355
+$26,040 QoQ
Shares Held
63,266
-1.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RQI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. RQI ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
712,301 | $7,194,240 | |
| 2 | LIEN |
Chicago Atlantic BDC, Inc.
|
493,437 | $4,608,701 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
104,600 | $4,233,162 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
207,722 | $3,448,185 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
116,232 | $1,800,433 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
364,246 | $1,773,878 | |
| 7 | BX |
Blackstone Inc.
|
13,378 | $1,538,336 | |
| 8 | UTG |
Reaves Utility Income Fund
|
39,143 | $1,537,537 |
All Filings in RQI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $762,355 | 63,266 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $736,315 | 64,476 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $840,652 | 67,414 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $836,241 | 67,168 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $798,301 | 63,559 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $809,406 | 66,128 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $900,914 | 63,579 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $718,308 | 61,499 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $699,480 | 57,904 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $782,111 | 63,898 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $517,931 | 51,179 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $726,856 | 62,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $737,943 | 61,908 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $732,780 | 63,720 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $688,916 | 61,237 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,016,015 | 74,762 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,129,157 | 67,493 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,312,842 | 72,055 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $550,391 | 36,939 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $610,616 | 38,868 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $611,547 | 43,933 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $426,932 | 34,430 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $198,791 | 17,893 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $198,936 | 18,201 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $33,619 | 3,719 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||