CAS
DFND

Cascadia Advisory Services’s Siren DIVCON Dividend Defender ETF DFND Stock Holding History

Cascadia Advisory Services’s Portfolio DFND Stock Details DFND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$340K Sell
9,386
-12,508
-57% -$445K 0.1% 175
2020
Q2 		$749K Buy
+21,894
New +$727K 0.23% 104

Other funds holding DFND

RICHC
Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Cascadia Advisory Services's DFND Position: Q3 2020 in Review

Cascadia Advisory Services reduced its Siren DIVCON Dividend Defender ETF (DFND) stake by 57% in Q3 2020, selling an estimated $445K and leaving 9,386 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #175.

Cascadia Advisory Services first reported a position in DFND in Q2 2020 and has held it in 2 quarters since. The position peaked at $749K in Q2 2020. 13 funds tracked by Wall St. Rank hold DFND as of Q3 2020.

  • Cascadia Advisory Services held 9,386 shares of Siren DIVCON Dividend Defender ETF worth $340K as of Q3 2020.
  • Cascadia Advisory Services sold 12,508 Siren DIVCON Dividend Defender ETF shares in Q3 2020, an estimated $445K.
  • Siren DIVCON Dividend Defender ETF made up 0.1% of Cascadia Advisory Services's portfolio in Q3 2020, its #175 holding.
  • Cascadia Advisory Services first reported a position in Siren DIVCON Dividend Defender ETF in Q2 2020 and has held it in 2 quarters since.
  • Cascadia Advisory Services's Siren DIVCON Dividend Defender ETF position peaked at $749K in Q2 2020.
  • 13 funds tracked by Wall St. Rank held Siren DIVCON Dividend Defender ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.