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

IFP 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 Q1	–	Sell	-2,937	Closed	-$135K	–	3983
2022 Q4	$135K	Sell	2,937 -9	-0.3%	-$442	﹤0.01%	1574
2022 Q3	$136K	Hold	2,946	–	–	﹤0.01%	1650
2022 Q2	$136K	Hold	2,946	–	–	﹤0.01%	1497
2022 Q1	$136K	Buy	+2,946	New	+$163K	﹤0.01%	1497
2019 Q4	–	Sell	-1,122	Closed	-$41.6K	–	2998
2019 Q3	$40K	Buy	+1,122	New	+$39.4K	﹤0.01%	1472
2018 Q4	–	Sell	-87	Closed	-$2.74K	–	3722
2018 Q3	$3K	Hold	87	–	–	﹤0.01%	3425
2018 Q2	$3K	Buy	+87	New	+$2.82K	﹤0.01%	3488
2017 Q4	–	Sell	-1,100	Closed	-$32K	–	3967
2017 Q3	$32K	Hold	1,100	–	–	﹤0.01%	2295
2017 Q2	$31K	Hold	1,100	–	–	﹤0.01%	2297
2017 Q1	$30K	Hold	1,100	–	–	﹤0.01%	2237
2016 Q4	$28K	Hold	1,100	–	–	﹤0.01%	2246
2016 Q3	$28K	Hold	1,100	–	–	﹤0.01%	2190
2016 Q2	$27K	Buy	+1,100	New	+$27.5K	﹤0.01%	2153

Other funds holding LEAD

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $51.6B AUM 27.34% 1-Year Est. Return

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

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

IFP Advisors's LEAD Position: Q1 2023 in Review

IFP Advisors sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q1 2023, closing a stake of 2,937 shares — an estimated $135K sold.

IFP Advisors first reported a position in LEAD in Q2 2016 and held it in 13 quarters. The position peaked at $136K in Q3 2022. 24 funds tracked by Wall St. Rank hold LEAD as of Q1 2023.

IFP Advisors reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2,937 Siren DIVCON Leaders Dividend ETF shares in Q1 2023, an estimated $135K.
IFP Advisors first reported a position in Siren DIVCON Leaders Dividend ETF in Q2 2016 and held it in 13 quarters.
IFP Advisors's Siren DIVCON Leaders Dividend ETF position peaked at $136K in Q3 2022.
24 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.