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

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

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.