Evolution Wealth Advisors’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Evolution Wealth Advisors’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
2023 Q1	–	Sell	-11,070	Closed	-$307K	–	133
2022 Q4	$307K	Hold	11,070	–	–	0.08%	95
2022 Q3	$296K	Hold	11,070	–	–	0.08%	89
2022 Q2	$309K	Hold	11,070	–	–	0.08%	87
2022 Q1	$362K	Sell	11,070 -10,000	-47%	-$329K	0.07%	82
2021 Q4	$740	Buy	+21,070	New	+$783K	0.11%	61

Other funds holding SQEW

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 SQEW Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of LeaderShares Equity Skew ETF (SQEW) in Q1 2023, closing a stake of 11,070 shares — an estimated $307K sold.

Evolution Wealth Advisors first reported a position in SQEW in Q4 2021 and held it in 5 quarters. The position peaked at $362K in Q1 2022. 30 funds tracked by Wall St. Rank hold SQEW as of Q1 2023.

Evolution Wealth Advisors reported no remaining LeaderShares Equity Skew ETF position as of Q1 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 11,070 LeaderShares Equity Skew ETF shares in Q1 2023, an estimated $307K.
Evolution Wealth Advisors first reported a position in LeaderShares Equity Skew ETF in Q4 2021 and held it in 5 quarters.
Evolution Wealth Advisors's LeaderShares Equity Skew ETF position peaked at $362K in Q1 2022.
30 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q1 2023.

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