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Sowell Financial Services LLC → EAD
Sowell Financial Services LLC EAD Position History
Wells Fargo Advantage Funds - Allspring Income Opportunities Fund • Financial Services
Quarters held
5
Latest value
$778K
Q3 2026
Peak value
$841K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $702K |
| Q1 2026 | $671K |
| Q2 2026 | $841K |
| Q3 2026 | $778K |
| Q3 2026 | $778K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $778K | 129.4K | — | — |
| Q3 2026 | $778K | 129.4K | — | — |
| Q2 2026 | $841K | 129.4K | — | — |
| Q1 2026 | $671K | 103.5K | — | — |
| Q4 2025 | $702K | 103.5K | — | — |
Other funds holding EAD
$19.7M
$18.6M
$17.6M
$17.2M