CAL
LEAD

Capital Advisors Ltd’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$1.28M Sell
13,972
-580
-4% -$49.4K 0.13% 111
2026
Q1 		$1.12M Sell
14,552
-3,652
-20% -$290K 0.13% 111
2025
Q4 		$1.39M Sell
18,204
-6,756
-27% -$517K 0.16% 89
2025
Q3 		$1.9M Sell
24,960
-5,785
-19% -$428K 0.21% 67
2025
Q2 		$2.21M Sell
30,745
-3,797
-11% -$255K 0.27% 58
2025
Q1 		$2.24M Sell
34,542
-1,730
-5% -$116K 0.29% 52
2024
Q4 		$2.41M Sell
36,272
-2,011
-5% -$140K 0.3% 52
2024
Q3 		$2.65M Buy
38,283
+310
+0.8% +$20.5K 0.33% 45
2024
Q2 		$2.42M Sell
37,973
-185
-0.5% -$11.7K 0.31% 49
2024
Q1 		$2.52M Buy
38,158
+576
+2% +$36.3K 0.33% 46
2023
Q4 		$2.29M Buy
37,582
+298
+0.8% +$17K 0.32% 49
2023
Q3 		$2.04M Buy
37,284
+3,024
+9% +$172K 0.31% 50
2023
Q2 		$1.93M Buy
34,260
+1,725
+5% +$91.2K 0.29% 57
2023
Q1 		$1.73M Buy
32,535
+6,680
+26% +$346K 0.28% 60
2022
Q4 		$1.26M Buy
25,855
+4,213
+19% +$207K 0.22% 71
2022
Q3 		$977K Buy
21,642
+1,257
+6% +$63K 0.19% 78
2022
Q2 		$962K Buy
20,385
+2,057
+11% +$105K 0.18% 78
2022
Q1 		$1.01M Buy
18,328
+694
+4% +$38.4K 0.17% 80
2021
Q4 		$1.06M Buy
17,634
+34
+0.2% +$1.97K 0.17% 77
2021
Q3 		$946K Buy
17,600
+188
+1% +$10.4K 0.17% 77
2021
Q2 		$934K Sell
17,412
-863
-5% -$45K 0.17% 78
2021
Q1 		$908K Buy
18,275
+1,808
+11% +$87.1K 0.17% 75
2020
Q4 		$783K Buy
16,467
+4,650
+39% +$214K 0.17% 76
2020
Q3 		$518K Buy
11,817
+2,213
+23% +$95.5K 0.13% 91
2020
Q2 		$385K Buy
9,604
+342
+4% +$13K 0.1% 111
2020
Q1 		$306K Buy
+9,262
New +$349K 0.1% 109

Other funds holding LEAD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Advisors Ltd's LEAD Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 4% in Q2 2026, selling an estimated $49.4K and leaving 13,972 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #111.

Capital Advisors Ltd first reported a position in LEAD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.65M in Q3 2024. 29 funds tracked by Wall St. Rank hold LEAD as of Q2 2026.

  • Capital Advisors Ltd held 13,972 shares of Siren DIVCON Leaders Dividend ETF worth $1.28M as of Q2 2026.
  • Capital Advisors Ltd sold 580 Siren DIVCON Leaders Dividend ETF shares in Q2 2026, an estimated $49.4K.
  • Siren DIVCON Leaders Dividend ETF made up 0.13% of Capital Advisors Ltd's portfolio in Q2 2026, its #111 holding.
  • Capital Advisors Ltd first reported a position in Siren DIVCON Leaders Dividend ETF in Q1 2020 and has held it in 26 quarters since.
  • Capital Advisors Ltd's Siren DIVCON Leaders Dividend ETF position peaked at $2.65M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.