DAS
LEAD

Dynamic Advisor Solutions’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-5,950
Closed -$412K – 743
2024
Q3 		$412K Sell
5,950
-3,541
-37% -$234K 0.01% 656
2024
Q2 		$604K Sell
9,491
-963
-9% -$61.1K 0.02% 581
2024
Q1 		$691K Sell
10,454
-431
-4% -$27.1K 0.02% 521
2023
Q4 		$642K Buy
10,885
+542
+5% +$30.8K 0.02% 523
2023
Q3 		$567K Buy
10,343
+1,548
+18% +$87.9K 0.03% 483
2023
Q2 		$496K Buy
8,795
+689
+8% +$36.4K 0.03% 499
2023
Q1 		$430K Buy
8,106
+2,936
+57% +$152K 0.03% 507
2022
Q4 		$252K Buy
+5,170
New +$254K 0.02% 598

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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Dynamic Advisor Solutions's LEAD Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q4 2024, closing a stake of 5,950 shares — an estimated $412K sold.

Dynamic Advisor Solutions first reported a position in LEAD in Q4 2022 and held it in 8 quarters. The position peaked at $691K in Q1 2024. 27 funds tracked by Wall St. Rank hold LEAD as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,950 Siren DIVCON Leaders Dividend ETF shares in Q4 2024, an estimated $412K.
  • Dynamic Advisor Solutions first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2022 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Siren DIVCON Leaders Dividend ETF position peaked at $691K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.