CWM
LEAD

Collaborative Wealth Management’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Collaborative Wealth Management’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
2026
Q1 		– Sell
-6,381
Closed -$486K – 206
2025
Q4 		$486K Buy
6,381
+2
+0% +$153 0.17% 112
2025
Q3 		$486K Buy
6,379
+1
+0% +$74 0.2% 97
2025
Q2 		$458K Sell
6,378
-23
-0.4% -$1.54K 0.2% 96
2025
Q1 		$415K Sell
6,401
-817
-11% -$54.8K 0.19% 103
2024
Q4 		$480K Sell
7,218
-4
-0.1% -$278 0.22% 95
2024
Q3 		$500K Sell
7,222
-893
-11% -$59.1K 0.23% 94
2024
Q2 		$517K Buy
8,115
+6
+0.1% +$381 0.25% 90
2024
Q1 		$536K Sell
8,109
-294
-3% -$18.5K 0.27% 83
2023
Q4 		$511K Sell
8,403
-313
-4% -$17.8K 0.28% 78
2023
Q3 		$478K Buy
8,716
+14
+0.2% +$795 0.28% 84
2023
Q2 		$491K Buy
8,702
+34
+0.4% +$1.8K 0.29% 81
2023
Q1 		$460K Sell
8,668
-96
-1% -$4.97K 0.29% 87
2022
Q4 		$427K Sell
8,764
-286
-3% -$14.1K 0.28% 94
2022
Q3 		$409K Buy
9,050
+621
+7% +$31.1K 0.29% 90
2022
Q2 		$398K Buy
+8,429
New +$430K 0.26% 109
2021
Q4 		$392K Buy
+6,490
New +$377K 0.21% 133
2021
Q1 		$726K Buy
+13,201
New +$636K 0.42% 80

Other funds holding LEAD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Collaborative Wealth Management's LEAD Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q1 2026, closing a stake of 6,381 shares — an estimated $486K sold.

Collaborative Wealth Management first reported a position in LEAD in Q1 2021 and held it in 17 quarters. The position peaked at $726K in Q1 2021. 29 funds tracked by Wall St. Rank hold LEAD as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 6,381 Siren DIVCON Leaders Dividend ETF shares in Q1 2026, an estimated $486K.
  • Collaborative Wealth Management first reported a position in Siren DIVCON Leaders Dividend ETF in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's Siren DIVCON Leaders Dividend ETF position peaked at $726K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.