Great Valley Advisor Group’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Great Valley Advisor 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
2025 Q3	–	Sell	-14,048	Closed	-$461K	–	953
2025 Q2	$461K	Sell	14,048 -8	-0.1%	-$249	0.01%	627
2025 Q1	$439K	Sell	14,056 -7,458	-35%	-$249K	0.01%	622
2024 Q4	$724K	Sell	21,514 -576	-3%	-$20.1K	0.02%	505
2024 Q3	$756K	Sell	22,090 -3,482	-14%	-$115K	0.02%	476
2024 Q2	$842K	Buy	+25,572	New	+$824K	0.02%	421

Other funds holding SQEW

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RIM

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Great Valley Advisor Group's SQEW Position: Q3 2025 in Review

Great Valley Advisor Group sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2025, closing a stake of 14,048 shares — an estimated $461K sold.

Great Valley Advisor Group first reported a position in SQEW in Q2 2024 and held it in 5 quarters. The position peaked at $842K in Q2 2024. 15 funds tracked by Wall St. Rank hold SQEW as of Q3 2025.

Great Valley Advisor Group reported no remaining LeaderShares Equity Skew ETF position as of Q3 2025 after selling out during the quarter.
Great Valley Advisor Group sold 14,048 LeaderShares Equity Skew ETF shares in Q3 2025, an estimated $461K.
Great Valley Advisor Group first reported a position in LeaderShares Equity Skew ETF in Q2 2024 and held it in 5 quarters.
Great Valley Advisor Group's LeaderShares Equity Skew ETF position peaked at $842K in Q2 2024.
15 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.