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Disclosery

Sowell Financial Services LLC: QYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on QYLD, newest first. How the timeline and the estimate are built.

Sowell Financial Services LLC held 116,978 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,978 shares
    Change vs previous 13F +1,482 shares

    0.07% of the 13F portfolio, value $2,155,897.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,496 shares
    Change vs previous 13F +333 shares

    0.07% of the 13F portfolio, value $1,980,760.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 115,163 shares
    Change vs previous 13F +572 shares

    0.07% of the 13F portfolio, value $2,034,932.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 114,591 shares
    Change vs previous 13F +401 shares

    0.07% of the 13F portfolio, value $1,949,198.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 114,190 shares
    Change vs previous 13F +5,327 shares

    0.08% of the 13F portfolio, value $1,909,260.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 108,863 shares
    Change vs previous 13F +6,066 shares

    0.08% of the 13F portfolio, value $1,810,386.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 102,797 shares
    Change vs previous 13F -83,669 shares

    0.1% of the 13F portfolio, value $1,872,955.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 186,466 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,364,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).