AIP
LEAD

Almanack Investment Partners’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Almanack Investment Partners’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
2022
Q2 		– Sell
-36,643
Closed -$2.02M – 489
2022
Q1 		$2.02M Buy
+36,643
New +$2.03M 0.17% 94
2021
Q4 		– Sell
-36,669
Closed -$1.97M – 533
2021
Q3 		$1.97M Sell
36,669
-295
-0.8% -$16.3K 0.17% 93
2021
Q2 		$1.98M Buy
36,964
+1,617
+5% +$84.3K 0.19% 84
2021
Q1 		$1.76M Buy
35,347
+17,871
+102% +$861K 0.18% 88
2020
Q4 		$829K Buy
17,476
+277
+2% +$12.8K 0.09% 135
2020
Q3 		$794K Sell
17,199
-1,382
-7% -$59.6K 0.1% 136
2020
Q2 		$746K Buy
18,581
+2,142
+13% +$81.1K 0.13% 88
2020
Q1 		$543K Sell
16,439
-1,437
-8% -$54.1K 0.12% 114
2019
Q4 		$694K Buy
17,876
+8,345
+88% +$309K 0.13% 79
2019
Q3 		$338K Buy
9,531
+1,032
+12% +$36.3K 0.07% 147
2019
Q2 		$296K Buy
8,499
+792
+10% +$27.2K 0.07% 138
2019
Q1 		$259K Sell
7,707
-624
-7% -$20.3K 0.07% 117
2018
Q4 		$245K Buy
8,331
+606
+8% +$19.1K 0.07% 131
2018
Q3 		$255K Buy
7,725
+2,948
+62% +$99.3K 0.07% 143
2018
Q2 		$156K Sell
4,777
-1,089
-19% -$35.3K 0.07% 120
2018
Q1 		$188K Buy
5,866
+1,947
+50% +$63.9K 0.07% 112
2017
Q4 		$125K Buy
+3,919
New +$120K 0.05% 163

Other funds holding LEAD

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Almanack Investment Partners's LEAD Position: Q2 2022 in Review

Almanack Investment Partners sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q2 2022, closing a stake of 36,643 shares — an estimated $2.02M sold.

Almanack Investment Partners first reported a position in LEAD in Q4 2017 and held it in 17 quarters. The position peaked at $2.02M in Q1 2022. 23 funds tracked by Wall St. Rank hold LEAD as of Q2 2022.

  • Almanack Investment Partners reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 36,643 Siren DIVCON Leaders Dividend ETF shares in Q2 2022, an estimated $2.02M.
  • Almanack Investment Partners first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2017 and held it in 17 quarters.
  • Almanack Investment Partners's Siren DIVCON Leaders Dividend ETF position peaked at $2.02M in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.