Cetera Investment Advisers’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Cetera Investment Advisers’s Portfolio SQEW Stock Details SQEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-34,047	Closed	-$1.12M	–	3845
2024 Q1	$1.12M	Sell	34,047 -3,732	-10%	-$117K	﹤0.01%	1984
2023 Q4	$1.18M	Sell	37,779 -170	-0.4%	-$5.01K	0.01%	1013
2023 Q3	$1.09M	Buy	37,949 +6,094	+19%	+$183K	0.01%	1011
2023 Q2	$954K	Buy	31,855 +1,100	+4%	+$31.9K	0.01%	1082
2023 Q1	$891K	Buy	30,755 +459	+2%	+$13.3K	0.01%	1093
2022 Q4	$840K	Buy	+30,296	New	+$854K	0.01%	1077

Other funds holding SQEW

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cetera Investment Advisers's SQEW Position: Q2 2024 in Review

Cetera Investment Advisers sold out of LeaderShares Equity Skew ETF (SQEW) in Q2 2024, closing a stake of 34,047 shares — an estimated $1.12M sold.

Cetera Investment Advisers first reported a position in SQEW in Q4 2022 and held it in 6 quarters. The position peaked at $1.18M in Q4 2023. 28 funds tracked by Wall St. Rank hold SQEW as of Q2 2024.

Cetera Investment Advisers reported no remaining LeaderShares Equity Skew ETF position as of Q2 2024 after selling out during the quarter.
Cetera Investment Advisers sold 34,047 LeaderShares Equity Skew ETF shares in Q2 2024, an estimated $1.12M.
Cetera Investment Advisers first reported a position in LeaderShares Equity Skew ETF in Q4 2022 and held it in 6 quarters.
Cetera Investment Advisers's LeaderShares Equity Skew ETF position peaked at $1.18M in Q4 2023.
28 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.