Claraphi Advisory Network’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Claraphi Advisory Network’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
2021 Q4	–	Sell	-4,512	Closed	-$242K	–	313
2021 Q3	$242K	Sell	4,512 -225	-5%	-$12.4K	0.09%	260
2021 Q2	$254K	Sell	4,737 -50	-1%	-$2.61K	0.08%	270
2021 Q1	$238K	Hold	4,787	–	–	0.07%	276
2020 Q4	$227K	Hold	4,787	–	–	0.06%	251
2020 Q3	$210K	Sell	4,787 -8,013	-63%	-$346K	0.08%	221
2020 Q2	$514K	Buy	12,800 +1,749	+16%	+$66.2K	0.22%	91
2020 Q1	$365K	Buy	11,051 +970	+10%	+$36.5K	0.17%	114
2019 Q4	$391K	Sell	10,081 -322	-3%	-$11.9K	0.24%	95
2019 Q3	$369K	Sell	10,403 -528	-5%	-$18.6K	0.22%	104
2019 Q2	$381K	Sell	10,931 -175	-2%	-$6.01K	0.22%	115
2019 Q1	$373K	Sell	11,106 -430	-4%	-$14K	0.23%	115
2018 Q4	$340K	Sell	11,536 -844	-7%	-$26.6K	0.26%	106
2018 Q3	$426K	Hold	12,380	–	–	0.24%	103
2018 Q2	$403K	Sell	12,380 -1,110	-8%	-$36K	0.26%	103
2018 Q1	$433K	Buy	13,490 +1,054	+8%	+$34.6K	0.31%	95
2017 Q4	$397K	Buy	+12,436	New	+$382K	0.31%	97

Other funds holding LEAD

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

JCM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

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

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Claraphi Advisory Network's LEAD Position: Q4 2021 in Review

Claraphi Advisory Network sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q4 2021, closing a stake of 4,512 shares — an estimated $242K sold.

Claraphi Advisory Network first reported a position in LEAD in Q4 2017 and held it in 16 quarters. The position peaked at $514K in Q2 2020. 25 funds tracked by Wall St. Rank hold LEAD as of Q4 2021.

Claraphi Advisory Network reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q4 2021 after selling out during the quarter.
Claraphi Advisory Network sold 4,512 Siren DIVCON Leaders Dividend ETF shares in Q4 2021, an estimated $242K.
Claraphi Advisory Network first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2017 and held it in 16 quarters.
Claraphi Advisory Network's Siren DIVCON Leaders Dividend ETF position peaked at $514K in Q2 2020.
25 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q4 2021.

Based on Claraphi Advisory Network's 13F filing for Q4 2021, filed 7 Feb 2022.