CFG
ACTV

Cooper Financial Group’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Cooper Financial Group’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
2022
Q3 		– Sell
-17,800
Closed -$541K – 262
2022
Q2 		$541K Buy
17,800
+785
+5% +$25.7K 0.2% 120
2022
Q1 		$613K Buy
17,015
+947
+6% +$33.4K 0.23% 102
2021
Q4 		$586K Buy
+16,068
New +$613K 0.22% 105

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

Cooper Financial Group's ACTV Position: Q3 2022 in Review

Cooper Financial Group sold out of LeaderShares Activist Leaders ETF (ACTV) in Q3 2022, closing a stake of 17,800 shares — an estimated $541K sold.

Cooper Financial Group first reported a position in ACTV in Q4 2021 and held it in 3 quarters. The position peaked at $613K in Q1 2022. 19 funds tracked by Wall St. Rank hold ACTV as of Q3 2022.

  • Cooper Financial Group reported no remaining LeaderShares Activist Leaders ETF position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 17,800 LeaderShares Activist Leaders ETF shares in Q3 2022, an estimated $541K.
  • Cooper Financial Group first reported a position in LeaderShares Activist Leaders ETF in Q4 2021 and held it in 3 quarters.
  • Cooper Financial Group's LeaderShares Activist Leaders ETF position peaked at $613K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q3 2022.

Based on Cooper Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.