IWM
ACTV

IHT Wealth Management’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

IHT Wealth Management’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
2025
Q1 		– Sell
-30,543
Closed -$994K – 1086
2024
Q4 		$994K Sell
30,543
-1,168
-4% -$39K 0.03% 455
2024
Q3 		$1.07M Sell
31,711
-824
-3% -$26.9K 0.03% 484
2024
Q2 		$1.04M Sell
32,535
-738
-2% -$24.4K 0.04% 427
2024
Q1 		$1.17M Buy
33,273
+1,232
+4% +$41K 0.05% 375
2023
Q4 		$1.07M Buy
32,041
+18,496
+137% +$556K 0.05% 368
2023
Q3 		$413K Buy
13,545
+658
+5% +$21K 0.02% 612
2023
Q2 		$407K Buy
12,887
+1,069
+9% +$31.8K 0.02% 613
2023
Q1 		$353K Buy
11,818
+1,032
+10% +$32K 0.02% 633
2022
Q4 		$316K Sell
10,786
-104
-1% -$3.03K 0.02% 642
2022
Q3 		$290K Buy
10,890
+1,160
+12% +$35.4K 0.02% 635
2022
Q2 		$296K Buy
+9,730
New +$319K 0.03% 534

Other funds holding ACTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

IHT Wealth Management's ACTV Position: Q1 2025 in Review

IHT Wealth Management sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2025, closing a stake of 30,543 shares — an estimated $994K sold.

IHT Wealth Management first reported a position in ACTV in Q2 2022 and held it in 11 quarters. The position peaked at $1.17M in Q1 2024. 19 funds tracked by Wall St. Rank hold ACTV as of Q1 2025.

  • IHT Wealth Management reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 30,543 LeaderShares Activist Leaders ETF shares in Q1 2025, an estimated $994K.
  • IHT Wealth Management first reported a position in LeaderShares Activist Leaders ETF in Q2 2022 and held it in 11 quarters.
  • IHT Wealth Management's LeaderShares Activist Leaders ETF position peaked at $1.17M in Q1 2024.
  • 19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.