Certified Advisory Corp’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-2,615	Closed	-$91K	–	814
2019 Q2	$91K	Sell	2,615 -2,000	-43%	-$68.7K	0.03%	244
2019 Q1	$155K	Sell	4,615 -22,643	-83%	-$735K	0.07%	179
2018 Q4	$802K	Buy	27,258 +2,115	+8%	+$66.7K	0.42%	65
2018 Q3	$864K	Buy	25,143 +1,735	+7%	+$58.4K	0.4%	64
2018 Q2	$763K	Buy	23,408 +860	+4%	+$27.9K	0.42%	61
2018 Q1	$723K	Buy	22,548 +4,488	+25%	+$147K	0.43%	62
2017 Q4	$577K	Buy	+18,060	New	+$554K	0.41%	60

Other funds holding LEAD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Certified Advisory Corp's LEAD Position: Q3 2019 in Review

Certified Advisory Corp sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q3 2019, closing a stake of 2,615 shares — an estimated $91K sold.

Certified Advisory Corp first reported a position in LEAD in Q4 2017 and held it in 7 quarters. The position peaked at $864K in Q3 2018. 20 funds tracked by Wall St. Rank hold LEAD as of Q3 2019.

Certified Advisory Corp reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q3 2019 after selling out during the quarter.
Certified Advisory Corp sold 2,615 Siren DIVCON Leaders Dividend ETF shares in Q3 2019, an estimated $91K.
Certified Advisory Corp first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2017 and held it in 7 quarters.
Certified Advisory Corp's Siren DIVCON Leaders Dividend ETF position peaked at $864K in Q3 2018.
20 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.