Atria Wealth Solutions’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Atria Wealth Solutions’s Portfolio SQEW Stock Details SQEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell	32,411 -28,549	-47%	-$889K	0.02%	615
2025 Q1	$1.91M	Sell	60,960 -5,323	-8%	-$177K	0.02%	651
2024 Q4	$2.24M	Sell	66,283 -3,368	-5%	-$118K	0.02%	607
2024 Q3	$2.38M	Sell	69,651 -3,805	-5%	-$125K	0.03%	567
2024 Q2	$2.42M	Buy	73,456 +538	+0.7%	+$17.3K	0.03%	570
2024 Q1	$2.39M	Buy	72,918 +1,129	+2%	+$35.4K	0.03%	576
2023 Q4	$2.24M	Sell	71,789 -2,825	-4%	-$83.3K	0.03%	569
2023 Q3	$2.14M	Sell	74,614 -3,964	-5%	-$119K	0.03%	536
2023 Q2	$2.35M	Buy	78,578 +636	+0.8%	+$18.4K	0.03%	515
2023 Q1	$2.26M	Buy	77,942 +3,075	+4%	+$89.1K	0.03%	505
2022 Q4	$2.07M	Buy	74,867 +12,408	+20%	+$350K	0.03%	504
2022 Q3	$1.67M	Buy	62,459 +15,223	+32%	+$448K	0.03%	547
2022 Q2	$1.32M	Buy	47,236 +24,422	+107%	+$729K	0.02%	581
2022 Q1	$745K	Buy	+22,814	New	+$751K	0.01%	855

Other funds holding SQEW

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Wealth Solutions's SQEW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its LeaderShares Equity Skew ETF (SQEW) stake by 47% in Q2 2025, selling an estimated $889K and leaving 32,411 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #615.

Atria Wealth Solutions first reported a position in SQEW in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.42M in Q2 2024. 22 funds tracked by Wall St. Rank hold SQEW as of Q2 2025.

Atria Wealth Solutions held 32,411 shares of LeaderShares Equity Skew ETF worth $1.06M as of Q2 2025.
Atria Wealth Solutions sold 28,549 LeaderShares Equity Skew ETF shares in Q2 2025, an estimated $889K.
LeaderShares Equity Skew ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #615 holding.
Atria Wealth Solutions first reported a position in LeaderShares Equity Skew ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's LeaderShares Equity Skew ETF position peaked at $2.42M in Q2 2024.
22 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.