CWM
LEAD

CCG Wealth Management’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

CCG Wealth Management’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
2019
Q2 		– Sell
-14,850
Closed -$499K – 72
2019
Q1 		$499K Sell
14,850
-4,814
-24% -$156K 0.4% 40
2018
Q4 		$579K Buy
+19,664
New +$621K 0.56% 33

Other funds holding LEAD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

CCG Wealth Management's LEAD Position: Q2 2019 in Review

CCG Wealth Management sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q2 2019, closing a stake of 14,850 shares — an estimated $499K sold.

CCG Wealth Management first reported a position in LEAD in Q4 2018 and held it in 2 quarters. The position peaked at $579K in Q4 2018. 19 funds tracked by Wall St. Rank hold LEAD as of Q2 2019.

  • CCG Wealth Management reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • CCG Wealth Management sold 14,850 Siren DIVCON Leaders Dividend ETF shares in Q2 2019, an estimated $499K.
  • CCG Wealth Management first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2018 and held it in 2 quarters.
  • CCG Wealth Management's Siren DIVCON Leaders Dividend ETF position peaked at $579K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2019.

Based on CCG Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.