Ethos Financial Group’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Ethos Financial Group’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
2026 Q1	$774K	Sell	10,088 -139	-1%	-$11K	0.06%	243
2025 Q4	$780K	Sell	10,227 -313	-3%	-$23.9K	0.06%	231
2025 Q3	$802K	Sell	10,540 -132	-1%	-$9.77K	0.06%	204
2025 Q2	$767K	Sell	10,672 -9,329	-47%	-$626K	0.07%	202
2025 Q1	$1.33M	Hold	20,001	–	–	0.13%	139
2024 Q4	$1.33M	Buy	20,001 +763	+4%	+$53K	0.17%	90
2024 Q3	$1.33M	Sell	19,238 -26,146	-58%	-$1.73M	0.22%	67
2024 Q2	$2.89M	Buy	45,384 +17,875	+65%	+$1.13M	0.51%	46
2024 Q1	$1.82M	Buy	27,509 +547	+2%	+$34.4K	0.34%	55
2023 Q4	$1.64M	Buy	26,962 +21,032	+355%	+$1.2M	0.35%	52
2023 Q3	$325K	Buy	5,930 +488	+9%	+$27.7K	0.08%	129
2023 Q2	$289K	Hold	5,442	–	–	0.1%	105
2023 Q1	$289K	Sell	5,442 -127	-2%	-$6.58K	0.09%	125
2022 Q4	$277K	Buy	+5,569	New	+$274K	0.09%	111

Other funds holding LEAD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Ethos Financial Group's LEAD Position: Q1 2026 in Review

Ethos Financial Group reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 1.4% in Q1 2026, selling an estimated $11K and leaving 10,088 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #243.

Ethos Financial Group first reported a position in LEAD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.89M in Q2 2024. 29 funds tracked by Wall St. Rank hold LEAD as of Q1 2026.

Ethos Financial Group held 10,088 shares of Siren DIVCON Leaders Dividend ETF worth $774K as of Q1 2026.
Ethos Financial Group sold 139 Siren DIVCON Leaders Dividend ETF shares in Q1 2026, an estimated $11K.
Siren DIVCON Leaders Dividend ETF made up 0.06% of Ethos Financial Group's portfolio in Q1 2026, its #243 holding.
Ethos Financial Group first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Siren DIVCON Leaders Dividend ETF position peaked at $2.89M in Q2 2024.
29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.