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 Q2	$745K	Sell	8,686 -1,402	-14%	-$119K	0.05%	275
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $51.6B AUM 27.34% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAL

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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Ethos Financial Group's LEAD Position: Q2 2026 in Review

Ethos Financial Group reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 14% in Q2 2026, selling an estimated $119K and leaving 8,686 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #275.

Ethos Financial Group first reported a position in LEAD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q2 2024. 29 funds tracked by Wall St. Rank hold LEAD as of Q2 2026.

Ethos Financial Group held 8,686 shares of Siren DIVCON Leaders Dividend ETF worth $745K as of Q2 2026.
Ethos Financial Group sold 1,402 Siren DIVCON Leaders Dividend ETF shares in Q2 2026, an estimated $119K.
Siren DIVCON Leaders Dividend ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #275 holding.
Ethos Financial Group first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2022 and has held it in 15 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 Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.