FFG
SQEW

Ford Financial Group’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Ford Financial Group’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
-126,520
Closed -$3.51M – 103
2022
Q4 		$3.51M Buy
126,520
+3,097
+3% +$87.3K 1.38% 17
2022
Q3 		$3.29M Buy
123,423
+23,614
+24% +$695K 1.37% 16
2022
Q2 		$2.78M Buy
99,809
+15,555
+18% +$465K 1.13% 23
2022
Q1 		$2.75M Buy
+84,254
New +$2.77M 1.05% 24

Other funds holding SQEW

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

Ford Financial Group's SQEW Position: Q1 2023 in Review

Ford Financial Group sold out of LeaderShares Equity Skew ETF (SQEW) in Q1 2023, closing a stake of 126,520 shares — an estimated $3.51M sold.

Ford Financial Group first reported a position in SQEW in Q1 2022 and held it in 4 quarters. The position peaked at $3.51M in Q4 2022. 30 funds tracked by Wall St. Rank hold SQEW as of Q1 2023.

  • Ford Financial Group reported no remaining LeaderShares Equity Skew ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 126,520 LeaderShares Equity Skew ETF shares in Q1 2023, an estimated $3.51M.
  • Ford Financial Group first reported a position in LeaderShares Equity Skew ETF in Q1 2022 and held it in 4 quarters.
  • Ford Financial Group's LeaderShares Equity Skew ETF position peaked at $3.51M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.