EA
LEAD

Ergawealth Advisors’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Ergawealth Advisors’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
Q2 		– Sell
-7,434
Closed -$491K – 63
2024
Q1 		$491K Buy
7,434
+605
+9% +$38.1K 0.27% 34
2023
Q4 		$415K Buy
6,829
+307
+5% +$17.5K 0.26% 35
2023
Q3 		$357K Buy
+6,522
New +$370K 0.25% 32

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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Ergawealth Advisors's LEAD Position: Q2 2024 in Review

Ergawealth Advisors sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q2 2024, closing a stake of 7,434 shares — an estimated $491K sold.

Ergawealth Advisors first reported a position in LEAD in Q3 2023 and held it in 3 quarters. The position peaked at $491K in Q1 2024. 27 funds tracked by Wall St. Rank hold LEAD as of Q2 2024.

  • Ergawealth Advisors reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Ergawealth Advisors sold 7,434 Siren DIVCON Leaders Dividend ETF shares in Q2 2024, an estimated $491K.
  • Ergawealth Advisors first reported a position in Siren DIVCON Leaders Dividend ETF in Q3 2023 and held it in 3 quarters.
  • Ergawealth Advisors's Siren DIVCON Leaders Dividend ETF position peaked at $491K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2024.

Based on Ergawealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.