FD
SQEW

Financial Designs’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Financial Designs’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
Q4 		– Sell
-645,366
Closed -$18.5M – 29
2023
Q3 		$18.5M Sell
645,366
-10,977
-2% -$329K 13.94% 3
2023
Q2 		$19.7M Sell
656,343
-13,030
-2% -$378K 14.35% 3
2023
Q1 		$19.4M Sell
669,373
-17,905
-3% -$519K 14.49% 3
2022
Q4 		$19M Buy
+687,278
New +$19.4M 14.34% 3

Other funds holding SQEW

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Designs's SQEW Position: Q4 2023 in Review

Financial Designs sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2023, closing a stake of 645,366 shares — an estimated $18.5M sold.

Financial Designs first reported a position in SQEW in Q4 2022 and held it in 4 quarters. The position peaked at $19.7M in Q2 2023. 24 funds tracked by Wall St. Rank hold SQEW as of Q4 2023.

  • Financial Designs reported no remaining LeaderShares Equity Skew ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Designs sold 645,366 LeaderShares Equity Skew ETF shares in Q4 2023, an estimated $18.5M.
  • Financial Designs first reported a position in LeaderShares Equity Skew ETF in Q4 2022 and held it in 4 quarters.
  • Financial Designs's LeaderShares Equity Skew ETF position peaked at $19.7M in Q2 2023.
  • 24 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2023.

Based on Financial Designs's 13F filing for Q4 2023, filed 19 Jan 2024.