Envestnet Asset Management
SQEW

Envestnet Asset Management’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Envestnet Asset Management’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
2025
Q3 		– Sell
-8,368
Closed -$275K – 4671
2025
Q2 		$275K Sell
8,368
-1,372
-14% -$42.7K ﹤0.01% 4073
2025
Q1 		$304K Sell
9,740
-5,510
-36% -$184K ﹤0.01% 3920
2024
Q4 		$513K Sell
15,250
-5,045
-25% -$176K ﹤0.01% 3577
2024
Q3 		$695K Buy
20,295
+1,650
+9% +$54.4K ﹤0.01% 3334
2024
Q2 		$614K Sell
18,645
-616
-3% -$19.9K ﹤0.01% 3340
2024
Q1 		$632K Sell
19,261
-299
-2% -$9.38K ﹤0.01% 3303
2023
Q4 		$611K Sell
19,560
-275
-1% -$8.11K ﹤0.01% 3222
2023
Q3 		$569K Sell
19,835
-615,424
-97% -$18.5M ﹤0.01% 3182
2023
Q2 		$19M Buy
635,259
+32,593
+5% +$945K 0.01% 952
2023
Q1 		$17.5M Buy
602,666
+16,888
+3% +$490K 0.01% 956
2022
Q4 		$16.2M Buy
585,778
+38,124
+7% +$1.08M 0.01% 961
2022
Q3 		$14.6M Buy
547,654
+39,092
+8% +$1.15M 0.01% 941
2022
Q2 		$14.2M Buy
508,562
+34,777
+7% +$1.04M 0.01% 972
2022
Q1 		$15.5M Buy
473,785
+51,803
+12% +$1.71M 0.01% 978
2021
Q4 		$14.8M Buy
421,982
+77,817
+23% +$2.89M 0.01% 982
2021
Q3 		$12.4M Buy
344,165
+36,477
+12% +$1.33M 0.01% 1019
2021
Q2 		$11.4M Buy
307,688
+60,980
+25% +$2.22M 0.01% 1048
2021
Q1 		$8.74M Buy
246,708
+23,010
+10% +$800K 0.01% 1118
2020
Q4 		$7.15M Sell
223,698
-12,372
-5% -$380K 0.01% 1099
2020
Q3 		$6.58M Sell
236,070
-762
-0.3% -$21.4K 0.01% 1014
2020
Q2 		$6.32M Buy
+236,832
New +$6.2M 0.01% 1004

Other funds holding SQEW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management's SQEW Position: Q3 2025 in Review

Envestnet Asset Management sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2025, closing a stake of 8,368 shares — an estimated $275K sold.

Envestnet Asset Management first reported a position in SQEW in Q2 2020 and held it in 21 quarters. The position peaked at $19M in Q2 2023. 15 funds tracked by Wall St. Rank hold SQEW as of Q3 2025.

  • Envestnet Asset Management reported no remaining LeaderShares Equity Skew ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 8,368 LeaderShares Equity Skew ETF shares in Q3 2025, an estimated $275K.
  • Envestnet Asset Management first reported a position in LeaderShares Equity Skew ETF in Q2 2020 and held it in 21 quarters.
  • Envestnet Asset Management's LeaderShares Equity Skew ETF position peaked at $19M in Q2 2023.
  • 15 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.