Bank of America
SQEW

Bank of America’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Bank of America’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
-130
Closed -$3.73K – 8214
2023
Q3 		$3.73K Buy
+130
New +$3.9K ﹤0.01% 7055

Other funds holding SQEW

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America's SQEW Position: Q4 2023 in Review

Bank of America sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2023, closing a stake of 130 shares — an estimated $3.73K sold.

Bank of America first reported a position in SQEW in Q3 2023 and held it in 1 quarter. The position peaked at $3.73K in Q3 2023. 24 funds tracked by Wall St. Rank hold SQEW as of Q4 2023.

  • Bank of America reported no remaining LeaderShares Equity Skew ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 130 LeaderShares Equity Skew ETF shares in Q4 2023, an estimated $3.73K.
  • Bank of America first reported a position in LeaderShares Equity Skew ETF in Q3 2023 and held it in 1 quarter.
  • Bank of America's LeaderShares Equity Skew ETF position peaked at $3.73K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.