Sowell Financial Services LLC
Position in WLDR — Affinity World Leaders Equity ETF
CIK 1633697
NORTH LITTLE ROCK, AR
All Filings in WLDR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 WLDR | $35,616,610 | 960,923 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 WLDR | $30,508,102 | 916,820 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 WLDR | $24,895,374 | 860,955 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 WLDR | $22,653,549 | 765,633 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 WLDR | $22,960,764 | 694,203 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 WLDR | $22,199,931 | 721,949 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 WLDR | $23,851,237 | 763,973 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 WLDR | $21,090,978 | 770,306 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 WLDR | $20,017,018 | 788,382 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 WLDR | $18,731,308 | 718,225 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 WLDR | $14,061,282 | 570,530 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 WLDR | $14,849,545 | 629,725 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 WLDR | $9,314,993 | 453,130 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 WLDR | $10,945,343 | 493,189 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 WLDR | $8,296,034 | 319,287 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 WLDR | $12,476,590 | 463,969 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 WLDR | $12,423,483 | 461,565 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 WLDR | $12,320,391 | 450,966 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 WLDR | $13,705,777 | 534,026 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 WLDR | $11,471,769 | 501,279 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 WLDR | $10,370,621 | 507,667 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 WLDR | $6,358,550 | 322,933 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||