IWM
SQEW

IHT Wealth Management’s LeaderShares Equity Skew ETF SQEW Stock Holding History

IHT Wealth Management’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
2025
Q3 		– Sell
-18,491
Closed -$607K – 1220
2025
Q2 		$607K Sell
18,491
-12,213
-40% -$380K 0.02% 642
2025
Q1 		$960K Sell
30,704
-11,800
-28% -$393K 0.03% 489
2024
Q4 		$1.43M Sell
42,504
-2,005
-5% -$70K 0.05% 348
2024
Q3 		$1.52M Sell
44,509
-12,366
-22% -$408K 0.04% 384
2024
Q2 		$1.87M Sell
56,875
-1,560
-3% -$50.3K 0.07% 269
2024
Q1 		$1.92M Buy
58,435
+3,953
+7% +$124K 0.08% 257
2023
Q4 		$1.7M Buy
54,482
+23,350
+75% +$688K 0.08% 251
2023
Q3 		$893K Buy
31,132
+1,503
+5% +$45.1K 0.05% 373
2023
Q2 		$887K Buy
29,629
+1,674
+6% +$48.6K 0.05% 370
2023
Q1 		$810K Buy
27,955
+2,413
+9% +$70K 0.05% 353
2022
Q4 		$708K Sell
25,542
-814
-3% -$23K 0.04% 385
2022
Q3 		$704K Buy
26,356
+2,020
+8% +$59.4K 0.05% 361
2022
Q2 		$679K Buy
24,336
+12,315
+102% +$368K 0.06% 307
2022
Q1 		$393K Buy
+12,021
New +$396K 0.03% 490

Other funds holding SQEW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

IHT Wealth Management's SQEW Position: Q3 2025 in Review

IHT Wealth Management sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2025, closing a stake of 18,491 shares — an estimated $607K sold.

IHT Wealth Management first reported a position in SQEW in Q1 2022 and held it in 14 quarters. The position peaked at $1.92M in Q1 2024. 15 funds tracked by Wall St. Rank hold SQEW as of Q3 2025.

  • IHT Wealth Management reported no remaining LeaderShares Equity Skew ETF position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 18,491 LeaderShares Equity Skew ETF shares in Q3 2025, an estimated $607K.
  • IHT Wealth Management first reported a position in LeaderShares Equity Skew ETF in Q1 2022 and held it in 14 quarters.
  • IHT Wealth Management's LeaderShares Equity Skew ETF position peaked at $1.92M in Q1 2024.
  • 15 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.