D
LEAD

Diversified’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Diversified’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
2024
Q3 		$754K Sell
10,877
-353
-3% -$23.4K 0.08% 93
2024
Q2 		$715K Sell
11,230
-183
-2% -$11.6K 0.08% 90
2024
Q1 		$754K Buy
11,413
+12
+0.1% +$755 0.1% 56
2023
Q4 		$693K Buy
11,401
+20
+0.2% +$1.14K 0.15% 53
2023
Q3 		$624K Sell
11,381
-811
-7% -$46K 0.16% 56
2023
Q2 		$688K Sell
12,192
-630
-5% -$33.3K 0.18% 51
2023
Q1 		$680K Sell
12,822
-920
-7% -$47.6K 0.24% 53
2022
Q4 		$670K Sell
13,742
-2,164
-14% -$106K 0.26% 55
2022
Q3 		$718K Sell
15,906
-8,029
-34% -$403K 0.36% 41
2022
Q2 		$1.13M Sell
23,935
-1,900
-7% -$96.9K 0.47% 32
2022
Q1 		$1.42M Sell
25,835
-2,134
-8% -$118K 0.58% 31
2021
Q4 		$1.69M Sell
27,969
-2,180
-7% -$126K 0.71% 27
2021
Q3 		$1.62M Sell
30,149
-7,607
-20% -$420K 0.86% 29
2021
Q2 		$2.02M Sell
37,756
-9,548
-20% -$498K 1.13% 25
2021
Q1 		$2.35M Buy
+47,304
New +$2.28M 1.81% 18

Other funds holding LEAD

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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Diversified's LEAD Position: Q3 2024 in Review

Diversified reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 3.1% in Q3 2024, selling an estimated $23.4K and leaving 10,877 shares worth $754K. The position accounts for 0.08% of the portfolio, ranked #93.

Diversified first reported a position in LEAD in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.35M in Q1 2021. 29 funds tracked by Wall St. Rank hold LEAD as of Q3 2024.

  • Diversified held 10,877 shares of Siren DIVCON Leaders Dividend ETF worth $754K as of Q3 2024.
  • Diversified sold 353 Siren DIVCON Leaders Dividend ETF shares in Q3 2024, an estimated $23.4K.
  • Siren DIVCON Leaders Dividend ETF made up 0.08% of Diversified's portfolio in Q3 2024, its #93 holding.
  • Diversified first reported a position in Siren DIVCON Leaders Dividend ETF in Q1 2021 and has held it in 15 quarters since.
  • Diversified's Siren DIVCON Leaders Dividend ETF position peaked at $2.35M in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.