GVAG
ACTV

Great Valley Advisor Group’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Great Valley Advisor Group’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
2025
Q1 		– Sell
-15,505
Closed -$505K – 869
2024
Q4 		$505K Sell
15,505
-14
-0.1% -$468 0.01% 578
2024
Q3 		$524K Sell
15,519
-2,654
-15% -$86.7K 0.01% 553
2024
Q2 		$582K Buy
+18,173
New +$601K 0.02% 501

Other funds holding ACTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Great Valley Advisor Group's ACTV Position: Q1 2025 in Review

Great Valley Advisor Group sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2025, closing a stake of 15,505 shares — an estimated $505K sold.

Great Valley Advisor Group first reported a position in ACTV in Q2 2024 and held it in 3 quarters. The position peaked at $582K in Q2 2024. 19 funds tracked by Wall St. Rank hold ACTV as of Q1 2025.

  • Great Valley Advisor Group reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 15,505 LeaderShares Activist Leaders ETF shares in Q1 2025, an estimated $505K.
  • Great Valley Advisor Group first reported a position in LeaderShares Activist Leaders ETF in Q2 2024 and held it in 3 quarters.
  • Great Valley Advisor Group's LeaderShares Activist Leaders ETF position peaked at $582K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.