Sowell Financial Services LLC grew its holdings in shares of Affinity World Leaders Equity ETF (BATS:WLDR – Free Report) by 10.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 765,633 shares of the company’s stock after purchasing an additional 71,430 shares during the quarter. Affinity World Leaders Equity ETF makes up 1.2% of Sowell Financial Services LLC’s investment portfolio, making the stock its 12th largest holding. Sowell Financial Services LLC owned 72.92% of Affinity World Leaders Equity ETF worth $22,654,000 as of its most recent SEC filing.
Separately, Assetmark Inc. purchased a new position in Affinity World Leaders Equity ETF in the 3rd quarter valued at approximately $150,000.
Affinity World Leaders Equity ETF Stock Down 4.3 %
Affinity World Leaders Equity ETF stock opened at $29.47 on Friday. Affinity World Leaders Equity ETF has a 52 week low of $28.93 and a 52 week high of $36.10. The stock has a market cap of $36.84 million, a price-to-earnings ratio of 15.82 and a beta of 0.98. The business has a 50-day simple moving average of $30.55 and a 200 day simple moving average of $32.05.
Affinity World Leaders Equity ETF Profile
The Affinity World Leaders Equity ETF (WLDR) is an exchange-traded fund that mostly invests in total market equity. The fund tracks an index of multi-factor-selected securities from the developed markets, weighted in accordance with a proprietary risk model. WLDR was launched on Jan 17, 2018 and is managed by Affinity.
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