CCM
SQEW

Coldstream Capital Management’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-683
Closed -$21.4K – 3059
2025
Q1 		$21.4K Buy
+683
New +$22.8K ﹤0.01% 2086

Other funds holding SQEW

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Coldstream Capital Management sold out of LeaderShares Equity Skew ETF (SQEW) in Q2 2025, closing a stake of 683 shares — an estimated $21.4K sold.

Coldstream Capital Management first reported a position in SQEW in Q1 2025 and held it in 1 quarter. The position peaked at $21.4K in Q1 2025. 22 funds tracked by Wall St. Rank hold SQEW as of Q2 2025.

  • Coldstream Capital Management reported no remaining LeaderShares Equity Skew ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 683 LeaderShares Equity Skew ETF shares in Q2 2025, an estimated $21.4K.
  • Coldstream Capital Management first reported a position in LeaderShares Equity Skew ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LeaderShares Equity Skew ETF position peaked at $21.4K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q2 2025.

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