IA
LEAD

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% 1575
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 -$2.75K – 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

JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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.