Global Retirement Partners’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Global Retirement Partners’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	-6,454	Closed	-$183K	–	3474
2023 Q3	$183K	Buy	6,454 +808	+14%	+$24.2K	0.01%	694
2023 Q2	$169K	Sell	5,646 -47	-0.8%	-$1.36K	0.01%	755
2023 Q1	$161K	Buy	5,693 +607	+12%	+$17.6K	0.01%	750
2022 Q4	$141K	Buy	5,086 +2,812	+124%	+$79.3K	0.01%	702
2022 Q3	$64K	Sell	2,274 -895	-28%	-$26.3K	﹤0.01%	928
2022 Q2	$88K	Buy	3,169 +669	+27%	+$20K	0.01%	793
2022 Q1	$72K	Buy	+2,500	New	+$82.3K	0.01%	860

Other funds holding SQEW

RIM

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

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 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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's SQEW Position: Q4 2023 in Review

Global Retirement Partners sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2023, closing a stake of 6,454 shares — an estimated $183K sold.

Global Retirement Partners first reported a position in SQEW in Q1 2022 and held it in 7 quarters. The position peaked at $183K in Q3 2023. 24 funds tracked by Wall St. Rank hold SQEW as of Q4 2023.

Global Retirement Partners reported no remaining LeaderShares Equity Skew ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 6,454 LeaderShares Equity Skew ETF shares in Q4 2023, an estimated $183K.
Global Retirement Partners first reported a position in LeaderShares Equity Skew ETF in Q1 2022 and held it in 7 quarters.
Global Retirement Partners's LeaderShares Equity Skew ETF position peaked at $183K in Q3 2023.
24 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.