IA
ACTV

IFP Advisors’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

IFP Advisors’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-203
Closed -$6.85K – 4589
2024
Q3 		$6.85K Hold
203
– – ﹤0.01% 2564
2024
Q2 		$6.51K Hold
203
– – ﹤0.01% 2483
2024
Q1 		$7.13K Hold
203
– – ﹤0.01% 2353
2023
Q4 		$6.78K Hold
203
– – ﹤0.01% 2321
2023
Q3 		$6.19K Hold
203
– – ﹤0.01% 2431
2023
Q2 		$6.41K Hold
203
– – ﹤0.01% 2453
2023
Q1 		$5.02K Buy
+203
New +$6.3K ﹤0.01% 2562

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

IFP Advisors's ACTV Position: Q4 2024 in Review

IFP Advisors sold out of LeaderShares Activist Leaders ETF (ACTV) in Q4 2024, closing a stake of 203 shares — an estimated $6.85K sold.

IFP Advisors first reported a position in ACTV in Q1 2023 and held it in 7 quarters. The position peaked at $7.13K in Q1 2024. 27 funds tracked by Wall St. Rank hold ACTV as of Q4 2024.

  • IFP Advisors reported no remaining LeaderShares Activist Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 203 LeaderShares Activist Leaders ETF shares in Q4 2024, an estimated $6.85K.
  • IFP Advisors first reported a position in LeaderShares Activist Leaders ETF in Q1 2023 and held it in 7 quarters.
  • IFP Advisors's LeaderShares Activist Leaders ETF position peaked at $7.13K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.