MW
SQEW

Maia Wealth’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Maia Wealth’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
-6,078
Closed -$206K – 344
2024
Q3 		$206K Buy
+6,078
New +$200K 0.05% 250

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 $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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Maia Wealth's SQEW Position: Q4 2024 in Review

Maia Wealth sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2024, closing a stake of 6,078 shares — an estimated $206K sold.

Maia Wealth first reported a position in SQEW in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 26 funds tracked by Wall St. Rank hold SQEW as of Q4 2024.

  • Maia Wealth reported no remaining LeaderShares Equity Skew ETF position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 6,078 LeaderShares Equity Skew ETF shares in Q4 2024, an estimated $206K.
  • Maia Wealth first reported a position in LeaderShares Equity Skew ETF in Q3 2024 and held it in 1 quarter.
  • Maia Wealth's LeaderShares Equity Skew ETF position peaked at $206K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.