IA
SQEW

IFP Advisors’s LeaderShares Equity Skew ETF SQEW Stock Holding History

IFP Advisors’s Portfolio SQEW Stock Details SQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-269
Closed -$9.21K – 4661
2024
Q3 		$9.21K Hold
269
– – ﹤0.01% 2459
2024
Q2 		$8.86K Hold
269
– – ﹤0.01% 2381
2024
Q1 		$8.83K Hold
269
– – ﹤0.01% 2277
2023
Q4 		$8.4K Hold
269
– – ﹤0.01% 2253
2023
Q3 		$7.72K Hold
269
– – ﹤0.01% 2358
2023
Q2 		$8.06K Hold
269
– – ﹤0.01% 2368
2023
Q1 		$6.68K Buy
+269
New +$7.8K ﹤0.01% 2455

Other funds holding SQEW

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
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

IFP Advisors's SQEW Position: Q4 2024 in Review

IFP Advisors sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2024, closing a stake of 269 shares — an estimated $9.21K sold.

IFP Advisors first reported a position in SQEW in Q1 2023 and held it in 7 quarters. The position peaked at $9.21K in Q3 2024. 26 funds tracked by Wall St. Rank hold SQEW as of Q4 2024.

  • IFP Advisors reported no remaining LeaderShares Equity Skew ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 269 LeaderShares Equity Skew ETF shares in Q4 2024, an estimated $9.21K.
  • IFP Advisors first reported a position in LeaderShares Equity Skew ETF in Q1 2023 and held it in 7 quarters.
  • IFP Advisors's LeaderShares Equity Skew ETF position peaked at $9.21K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2024.

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