Envestnet Portfolio Solutions’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-43,468	Closed	-$1.41M	–	1531
2024 Q4	$1.41M	Sell	43,468 -2,250	-5%	-$75.2K	﹤0.01%	788
2024 Q3	$1.54M	Sell	45,718 -366	-0.8%	-$12K	0.01%	753
2024 Q2	$1.48M	Sell	46,084 -178	-0.4%	-$5.89K	0.01%	729
2024 Q1	$1.63M	Buy	46,262 +788	+2%	+$26.2K	0.01%	697
2023 Q4	$1.52M	Sell	45,474 -1,832	-4%	-$55.1K	0.01%	672
2023 Q3	$1.44M	Buy	+47,306	New	+$1.51M	0.01%	648

Other funds holding ACTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Envestnet Portfolio Solutions's ACTV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2025, closing a stake of 43,468 shares — an estimated $1.41M sold.

Envestnet Portfolio Solutions first reported a position in ACTV in Q3 2023 and held it in 6 quarters. The position peaked at $1.63M in Q1 2024. 19 funds tracked by Wall St. Rank hold ACTV as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 43,468 LeaderShares Activist Leaders ETF shares in Q1 2025, an estimated $1.41M.
Envestnet Portfolio Solutions first reported a position in LeaderShares Activist Leaders ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's LeaderShares Activist Leaders ETF position peaked at $1.63M in Q1 2024.
19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.