EWA
ACTV

Evolution Wealth Advisors’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Evolution Wealth Advisors’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
2023
Q1 		– Sell
-20,175
Closed -$592K – 122
2022
Q4 		$592K Hold
20,175
– – 0.15% 66
2022
Q3 		$537K Hold
20,175
– – 0.15% 62
2022
Q2 		$614K Hold
20,175
– – 0.16% 66
2022
Q1 		$727K Hold
20,175
– – 0.15% 65
2021
Q4 		$735 Buy
+20,175
New +$769K 0.11% 63

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Evolution Wealth Advisors's ACTV Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2023, closing a stake of 20,175 shares — an estimated $592K sold.

Evolution Wealth Advisors first reported a position in ACTV in Q4 2021 and held it in 5 quarters. The position peaked at $727K in Q1 2022. 24 funds tracked by Wall St. Rank hold ACTV as of Q1 2023.

  • Evolution Wealth Advisors reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Evolution Wealth Advisors sold 20,175 LeaderShares Activist Leaders ETF shares in Q1 2023, an estimated $592K.
  • Evolution Wealth Advisors first reported a position in LeaderShares Activist Leaders ETF in Q4 2021 and held it in 5 quarters.
  • Evolution Wealth Advisors's LeaderShares Activist Leaders ETF position peaked at $727K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.