Envestnet Portfolio Solutions’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Envestnet Portfolio Solutions’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	-33,570	Closed	-$1.1M	–	1565
2025 Q2	$1.1M	Sell	33,570 -28,532	-46%	-$888K	﹤0.01%	754
2025 Q1	$1.94M	Sell	62,102 -5,527	-8%	-$184K	0.01%	590
2024 Q4	$2.28M	Sell	67,629 -3,376	-5%	-$118K	0.01%	623
2024 Q3	$2.43M	Sell	71,005 -3,929	-5%	-$129K	0.01%	598
2024 Q2	$2.47M	Buy	74,934 +92	+0.1%	+$2.96K	0.01%	577
2024 Q1	$2.46M	Buy	74,842 +1,540	+2%	+$48.3K	0.01%	573
2023 Q4	$2.29M	Sell	73,302 -2,895	-4%	-$85.4K	0.01%	557
2023 Q3	$2.19M	Buy	+76,197	New	+$2.29M	0.01%	522

Other funds holding SQEW

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

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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 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 Portfolio Solutions's SQEW Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2025, closing a stake of 33,570 shares — an estimated $1.1M sold.

Envestnet Portfolio Solutions first reported a position in SQEW in Q3 2023 and held it in 8 quarters. The position peaked at $2.47M in Q2 2024. 15 funds tracked by Wall St. Rank hold SQEW as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining LeaderShares Equity Skew ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 33,570 LeaderShares Equity Skew ETF shares in Q3 2025, an estimated $1.1M.
Envestnet Portfolio Solutions first reported a position in LeaderShares Equity Skew ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's LeaderShares Equity Skew ETF position peaked at $2.47M in Q2 2024.
15 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.