MIAN
ACTV

Mariner Independent Advisor Network’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$2.67M Buy
+100,543
New +$3.06M 0.11% 188

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner Independent Advisor Network's ACTV Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in LeaderShares Activist Leaders ETF (ACTV) in Q3 2022: 100,543 shares worth $2.67M. The stake represents 0.11% of the portfolio and ranks #188 among its holdings.

19 funds tracked by Wall St. Rank hold ACTV as of Q3 2022.

  • Mariner Independent Advisor Network held 100,543 shares of LeaderShares Activist Leaders ETF worth $2.67M as of Q3 2022.
  • LeaderShares Activist Leaders ETF was a new Mariner Independent Advisor Network position in Q3 2022.
  • LeaderShares Activist Leaders ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #188 holding.
  • 19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.