HFS
LEAD

Howard Financial Services’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Howard Financial Services’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
2026
Q2 		$568K Sell
6,202
-550
-8% -$46.9K 0.06% 138
2026
Q1 		$518K Buy
6,752
+355
+6% +$28.2K 0.06% 126
2025
Q4 		$488K Sell
6,397
-98
-2% -$7.5K 0.06% 117
2025
Q3 		$494K Sell
6,495
-221
-3% -$16.4K 0.06% 108
2025
Q2 		$483K Sell
6,716
-9
-0.1% -$603 0.06% 104
2025
Q1 		$436K Sell
6,725
-512
-7% -$34.4K 0.06% 109
2024
Q4 		$481K Buy
7,237
+108
+2% +$7.51K 0.07% 101
2024
Q3 		$494K Sell
7,129
-18
-0.3% -$1.19K 0.07% 91
2024
Q2 		$455K Sell
7,147
-14
-0.2% -$889 0.07% 90
2024
Q1 		$473K Sell
7,161
-576
-7% -$36.3K 0.08% 88
2023
Q4 		$471K Sell
7,737
-120
-2% -$6.83K 0.09% 85
2023
Q3 		$431K Buy
7,857
+28
+0.4% +$1.59K 0.1% 83
2023
Q2 		$442K Sell
7,829
-236
-3% -$12.5K 0.11% 77
2023
Q1 		$428K Sell
8,065
-2,223
-22% -$115K 0.1% 81
2022
Q4 		$502K Buy
10,288
+1,131
+12% +$55.6K 0.13% 71
2022
Q3 		$414K Buy
9,157
+2,919
+47% +$146K 0.13% 72
2022
Q2 		$294K Buy
6,238
+847
+16% +$43.2K 0.1% 92
2022
Q1 		$297K Buy
5,391
+1,469
+37% +$81.4K 0.09% 91
2021
Q4 		$237K Buy
3,922
+121
+3% +$7.02K 0.07% 115
2021
Q3 		$204K Buy
+3,801
New +$210K 0.08% 118

Other funds holding LEAD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Howard Financial Services's LEAD Position: Q2 2026 in Review

Howard Financial Services reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 8.1% in Q2 2026, selling an estimated $46.9K and leaving 6,202 shares worth $568K. The position accounts for 0.06% of the portfolio, ranked #138.

Howard Financial Services first reported a position in LEAD in Q3 2021 and has held it in 20 quarters since. 29 funds tracked by Wall St. Rank hold LEAD as of Q2 2026.

  • Howard Financial Services held 6,202 shares of Siren DIVCON Leaders Dividend ETF worth $568K as of Q2 2026.
  • Howard Financial Services sold 550 Siren DIVCON Leaders Dividend ETF shares in Q2 2026, an estimated $46.9K.
  • Siren DIVCON Leaders Dividend ETF made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #138 holding.
  • Howard Financial Services first reported a position in Siren DIVCON Leaders Dividend ETF in Q3 2021 and has held it in 20 quarters since.
  • 29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.