MIAN
SQEW

Mariner Independent Advisor Network’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$3.53M Buy
+132,335
New +$3.89M 0.15% 151

Other funds holding SQEW

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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Mariner Independent Advisor Network opened a new position in LeaderShares Equity Skew ETF (SQEW) in Q3 2022: 132,335 shares worth $3.53M. The stake represents 0.15% of the portfolio and ranks #151 among its holdings.

22 funds tracked by Wall St. Rank hold SQEW as of Q3 2022.

  • Mariner Independent Advisor Network held 132,335 shares of LeaderShares Equity Skew ETF worth $3.53M as of Q3 2022.
  • LeaderShares Equity Skew ETF was a new Mariner Independent Advisor Network position in Q3 2022.
  • LeaderShares Equity Skew ETF made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #151 holding.
  • 22 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2022.

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