AP
LEAD

Advisors Preferred’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Advisors Preferred’s Portfolio LEAD Stock Details LEAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,843
Closed -$540K – 247
2024
Q3 		$540K Buy
7,843
+893
+13% +$59.1K 0.08% 122
2024
Q2 		$440K Buy
6,950
+4,602
+196% +$292K 0.08% 86
2024
Q1 		$154K Buy
+2,348
New +$148K 0.03% 129
2023
Q3 		– Sell
-2,487
Closed -$140K – 234
2023
Q2 		$140K Buy
2,487
+1,664
+202% +$88K 0.03% 104
2023
Q1 		$43.7K Sell
823
-1,133
-58% -$58.7K 0.02% 111
2022
Q4 		$94.9K Buy
1,956
+211
+12% +$10.4K 0.04% 111
2022
Q3 		$81K Buy
1,745
+1,520
+676% +$76.2K 0.04% 99
2022
Q2 		$11K Sell
225
-1,326
-85% -$67.6K ﹤0.01% 136
2022
Q1 		$85K Sell
1,551
-5,686
-79% -$315K 0.01% 127
2021
Q4 		$434K Buy
+7,237
New +$420K 0.04% 95

Other funds holding LEAD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Advisors Preferred's LEAD Position: Q4 2024 in Review

Advisors Preferred sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q4 2024, closing a stake of 7,843 shares — an estimated $540K sold.

Advisors Preferred first reported a position in LEAD in Q4 2021 and held it in 10 quarters. The position peaked at $540K in Q3 2024. 27 funds tracked by Wall St. Rank hold LEAD as of Q4 2024.

  • Advisors Preferred reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 7,843 Siren DIVCON Leaders Dividend ETF shares in Q4 2024, an estimated $540K.
  • Advisors Preferred first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2021 and held it in 10 quarters.
  • Advisors Preferred's Siren DIVCON Leaders Dividend ETF position peaked at $540K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.