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Sowell Financial Services LLC → BTX
Sowell Financial Services LLC BTX Position History
BlackRock Innovation and Growth Term Trust • Financial Services
Quarters held
5
Latest value
$96K
Q3 2026
Peak value
$96K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $67K |
| Q1 2026 | $69K |
| Q2 2026 | $95K |
| Q3 2026 | $96K |
| Q3 2026 | $96K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $96K | 10.7K | — | — |
| Q3 2026 | $96K | 10.7K | — | — |
| Q2 2026 | $95K | 10.5K | — | — |
| Q1 2026 | $69K | 10.4K | — | — |
| Q4 2025 | $67K | 10.2K | — | — |
Other funds holding BTX
$50.3M
$38.1M
$35.8M
$24.8M
$23.2M
$21.6M
$21.1M
$12.5M