Claro Advisors’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Claro Advisors’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
2023 Q4	–	Sell	-7,233	Closed	-$208K	–	414
2023 Q3	$208K	Sell	7,233 -1,409	-16%	-$42.3K	0.05%	343
2023 Q2	$259K	Buy	8,642 +496	+6%	+$14.4K	0.06%	292
2023 Q1	$236K	Buy	+8,146	New	+$236K	0.07%	285

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 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

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

GIA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Claro Advisors's SQEW Position: Q4 2023 in Review

Claro Advisors sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2023, closing a stake of 7,233 shares — an estimated $208K sold.

Claro Advisors first reported a position in SQEW in Q1 2023 and held it in 3 quarters. The position peaked at $259K in Q2 2023. 24 funds tracked by Wall St. Rank hold SQEW as of Q4 2023.

Claro Advisors reported no remaining LeaderShares Equity Skew ETF position as of Q4 2023 after selling out during the quarter.
Claro Advisors sold 7,233 LeaderShares Equity Skew ETF shares in Q4 2023, an estimated $208K.
Claro Advisors first reported a position in LeaderShares Equity Skew ETF in Q1 2023 and held it in 3 quarters.
Claro Advisors's LeaderShares Equity Skew ETF position peaked at $259K in Q2 2023.
24 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.