AAS
LEAD

Avantax Advisory Services’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$356K Sell
4,961
-259
-5% -$17.4K ﹤0.01% 1787
2025
Q1 		$338K Sell
5,220
-1,123
-18% -$75.4K ﹤0.01% 1752
2024
Q4 		$422K Sell
6,343
-633
-9% -$44K ﹤0.01% 1562
2024
Q3 		$483K Sell
6,976
-477
-6% -$31.6K ﹤0.01% 1431
2024
Q2 		$474K Sell
7,453
-536
-7% -$34K ﹤0.01% 1400
2024
Q1 		$528K Sell
7,989
-303
-4% -$19.1K ﹤0.01% 1006
2023
Q4 		$504K Sell
8,292
-543
-6% -$30.9K 0.01% 977
2023
Q3 		$484K Sell
8,835
-103
-1% -$5.85K 0.01% 958
2023
Q2 		$504K Sell
8,938
-162
-2% -$8.57K 0.01% 939
2023
Q1 		$483K Sell
9,100
-98
-1% -$5.08K 0.01% 931
2022
Q4 		$449K Sell
9,198
-117
-1% -$5.75K 0.01% 915
2022
Q3 		$421K Sell
9,315
-701
-7% -$35.2K 0.01% 853
2022
Q2 		$473K Buy
10,016
+1,029
+11% +$52.5K 0.01% 806
2022
Q1 		$496K Buy
8,987
+576
+7% +$31.9K 0.01% 791
2021
Q4 		$508K Buy
+8,411
New +$488K 0.01% 756
2021
Q1 		– Sell
-13,610
Closed -$642K – 1059
2020
Q4 		$642K Buy
13,610
+4,128
+44% +$190K 0.02% 480
2020
Q3 		$415K Buy
+9,482
New +$409K 0.01% 878

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's LEAD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 5% in Q2 2025, selling an estimated $17.4K and leaving 4,961 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Avantax Advisory Services first reported a position in LEAD in Q3 2020 and has held it in 17 quarters since. The position peaked at $642K in Q4 2020. 27 funds tracked by Wall St. Rank hold LEAD as of Q2 2025.

  • Avantax Advisory Services held 4,961 shares of Siren DIVCON Leaders Dividend ETF worth $356K as of Q2 2025.
  • Avantax Advisory Services sold 259 Siren DIVCON Leaders Dividend ETF shares in Q2 2025, an estimated $17.4K.
  • Siren DIVCON Leaders Dividend ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1787 holding.
  • Avantax Advisory Services first reported a position in Siren DIVCON Leaders Dividend ETF in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Siren DIVCON Leaders Dividend ETF position peaked at $642K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.