Avantax Advisory Services’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-137,207	Closed	-$3.94M	–	1667
2023 Q3	$3.94M	Sell	137,207 -5,545	-4%	-$166K	0.04%	299
2023 Q2	$4.27M	Sell	142,752 -12,751	-8%	-$370K	0.05%	289
2023 Q1	$4.51M	Sell	155,503 -27,829	-15%	-$807K	0.06%	265
2022 Q4	$5.08M	Sell	183,332 -21,381	-10%	-$603K	0.07%	224
2022 Q3	$5.47M	Buy	204,713 +8,469	+4%	+$249K	0.08%	182
2022 Q2	$5.47M	Sell	196,244 -5,761	-3%	-$172K	0.08%	184
2022 Q1	$6.59M	Buy	202,005 +8,853	+5%	+$292K	0.09%	160
2021 Q4	$6.78M	Buy	193,152 +11,972	+7%	+$445K	0.1%	152
2021 Q3	$6.54M	Buy	181,180 +51,587	+40%	+$1.88M	0.11%	144
2021 Q2	$4.8M	Buy	129,593 +110,356	+574%	+$4.02M	0.09%	177
2021 Q1	$679K	Buy	+19,237	New	+$669K	0.01%	524

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IWM

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's SQEW Position: Q4 2023 in Review

Avantax Advisory Services sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2023, closing a stake of 137,207 shares — an estimated $3.94M sold.

Avantax Advisory Services first reported a position in SQEW in Q1 2021 and held it in 11 quarters. The position peaked at $6.78M in Q4 2021. 24 funds tracked by Wall St. Rank hold SQEW as of Q4 2023.

Avantax Advisory Services reported no remaining LeaderShares Equity Skew ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 137,207 LeaderShares Equity Skew ETF shares in Q4 2023, an estimated $3.94M.
Avantax Advisory Services first reported a position in LeaderShares Equity Skew ETF in Q1 2021 and held it in 11 quarters.
Avantax Advisory Services's LeaderShares Equity Skew ETF position peaked at $6.78M in Q4 2021.
24 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.