Harbour Investments’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Harbour Investments’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	-5,628	Closed	-$185K	–	3849
2025 Q2	$185K	Sell	5,628 -34	-0.6%	-$1.06K	﹤0.01%	1208
2025 Q1	$177K	Sell	5,662 -269	-5%	-$8.97K	0.01%	1150
2024 Q4	$200K	Hold	5,931	–	–	0.01%	1045
2024 Q3	$203K	Sell	5,931 -359	-6%	-$11.8K	0.01%	1016
2024 Q2	$207K	Sell	6,290 -1,437	-19%	-$46.3K	0.01%	940
2024 Q1	$254K	Sell	7,727 -716	-8%	-$22.5K	0.01%	829
2023 Q4	$264K	Sell	8,443 -300	-3%	-$8.85K	0.01%	750
2023 Q3	$251K	Sell	8,743 -33	-0.4%	-$990	0.01%	713
2023 Q2	$263K	Buy	8,776 +541	+7%	+$15.7K	0.01%	698
2023 Q1	$239K	Buy	8,235 +1,717	+26%	+$49.8K	0.01%	708
2022 Q4	$181K	Buy	6,518 +2,919	+81%	+$82.3K	0.01%	772
2022 Q3	$100K	Hold	3,599	–	–	0.01%	966
2022 Q2	$100K	Buy	+3,599	New	+$107K	0.01%	966
2021 Q4	–	Sell	-106,792	Closed	-$3.86M	–	3562
2021 Q3	$3.86M	Buy	106,792 +4,155	+4%	+$151K	0.12%	154
2021 Q2	$3.8M	Buy	102,637 +11,488	+13%	+$418K	0.12%	157
2021 Q1	$3.23M	Buy	+91,149	New	+$3.17M	0.12%	160

Other funds holding SQEW

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $3.16B AUM 29.04% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Harbour Investments's SQEW Position: Q3 2025 in Review

Harbour Investments sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2025, closing a stake of 5,628 shares — an estimated $185K sold.

Harbour Investments first reported a position in SQEW in Q1 2021 and held it in 16 quarters. The position peaked at $3.86M in Q3 2021. 15 funds tracked by Wall St. Rank hold SQEW as of Q3 2025.

Harbour Investments reported no remaining LeaderShares Equity Skew ETF position as of Q3 2025 after selling out during the quarter.
Harbour Investments sold 5,628 LeaderShares Equity Skew ETF shares in Q3 2025, an estimated $185K.
Harbour Investments first reported a position in LeaderShares Equity Skew ETF in Q1 2021 and held it in 16 quarters.
Harbour Investments's LeaderShares Equity Skew ETF position peaked at $3.86M in Q3 2021.
15 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.