BIA
LEAD

Benchmark Investment Advisors’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Benchmark Investment Advisors’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
2024
Q2 		– Sell
-3,244
Closed -$214K – 97
2024
Q1 		$214K Buy
+3,244
New +$204K 0.17% 88
2023
Q3 		– Sell
-3,594
Closed -$203K – 88
2023
Q2 		$203K Buy
+3,594
New +$190K 0.19% 87
2022
Q1 		– Sell
-3,648
Closed -$220K – 157
2021
Q4 		$220K Buy
+3,648
New +$212K 0.18% 93

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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Benchmark Investment Advisors's LEAD Position: Q2 2024 in Review

Benchmark Investment Advisors sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q2 2024, closing a stake of 3,244 shares — an estimated $214K sold.

Benchmark Investment Advisors first reported a position in LEAD in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 27 funds tracked by Wall St. Rank hold LEAD as of Q2 2024.

  • Benchmark Investment Advisors reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 3,244 Siren DIVCON Leaders Dividend ETF shares in Q2 2024, an estimated $214K.
  • Benchmark Investment Advisors first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2021 and held it in 3 quarters.
  • Benchmark Investment Advisors's Siren DIVCON Leaders Dividend ETF position peaked at $220K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2024.

Based on Benchmark Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.