CFG
SQEW

Cooper Financial Group’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Cooper Financial Group’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
2022
Q3 		– Sell
-30,073
Closed -$839K – 281
2022
Q2 		$839K Buy
30,073
+2,267
+8% +$67.7K 0.3% 86
2022
Q1 		$908K Buy
27,806
+1,155
+4% +$38K 0.34% 63
2021
Q4 		$936K Buy
+26,651
New +$990K 0.35% 72

Other funds holding SQEW

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 $21.8B AUM 28.57% 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

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

Cooper Financial Group sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2022, closing a stake of 30,073 shares — an estimated $839K sold.

Cooper Financial Group first reported a position in SQEW in Q4 2021 and held it in 3 quarters. The position peaked at $936K in Q4 2021. 22 funds tracked by Wall St. Rank hold SQEW as of Q3 2022.

  • Cooper Financial Group reported no remaining LeaderShares Equity Skew ETF position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 30,073 LeaderShares Equity Skew ETF shares in Q3 2022, an estimated $839K.
  • Cooper Financial Group first reported a position in LeaderShares Equity Skew ETF in Q4 2021 and held it in 3 quarters.
  • Cooper Financial Group's LeaderShares Equity Skew ETF position peaked at $936K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2022.

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