CCM
ACTV

Coldstream Capital Management’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Coldstream Capital Management’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-509
Closed -$15.5K – 1135
2025
Q1 		$15.5K Buy
+509
New +$16.3K ﹤0.01% 2208

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Coldstream Capital Management's ACTV Position: Q2 2025 in Review

Coldstream Capital Management sold out of LeaderShares Activist Leaders ETF (ACTV) in Q2 2025, closing a stake of 509 shares — an estimated $15.5K sold.

Coldstream Capital Management first reported a position in ACTV in Q1 2025 and held it in 1 quarter. The position peaked at $15.5K in Q1 2025. 13 funds tracked by Wall St. Rank hold ACTV as of Q2 2025.

  • Coldstream Capital Management reported no remaining LeaderShares Activist Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 509 LeaderShares Activist Leaders ETF shares in Q2 2025, an estimated $15.5K.
  • Coldstream Capital Management first reported a position in LeaderShares Activist Leaders ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LeaderShares Activist Leaders ETF position peaked at $15.5K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.