HA
LEAD

Herold Advisors’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Herold Advisors’s Portfolio LEAD Stock Details LEAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,855
Closed -$205K – 245
2023
Q1 		$205K Buy
+3,855
New +$200K 0.07% 220
2022
Q2 		– Sell
-3,855
Closed -$212K – 449
2022
Q1 		$212K Hold
3,855
– – 0.08% 188
2021
Q4 		$232K Hold
3,855
– – 0.09% 182
2021
Q3 		$207K Buy
+3,855
New +$213K 0.08% 195

Other funds holding LEAD

JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Herold Advisors's LEAD Position: Q2 2023 in Review

Herold Advisors sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q2 2023, closing a stake of 3,855 shares — an estimated $205K sold.

Herold Advisors first reported a position in LEAD in Q3 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 27 funds tracked by Wall St. Rank hold LEAD as of Q2 2023.

  • Herold Advisors reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Herold Advisors sold 3,855 Siren DIVCON Leaders Dividend ETF shares in Q2 2023, an estimated $205K.
  • Herold Advisors first reported a position in Siren DIVCON Leaders Dividend ETF in Q3 2021 and held it in 4 quarters.
  • Herold Advisors's Siren DIVCON Leaders Dividend ETF position peaked at $232K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2023.

Based on Herold Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.