MP
LEAD

McDonald Partners’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

McDonald Partners’s Portfolio LEAD Stock Details LEAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Sell
19,157
-212
-1% -$18.1K 0.43% 71
2026
Q1 		$1.49M Sell
19,369
-1,360
-7% -$108K 0.35% 80
2025
Q4 		$1.58M Sell
20,729
-1,174
-5% -$89.8K 0.5% 58
2025
Q3 		$1.67M Sell
21,903
-280
-1% -$20.7K 0.5% 53
2025
Q2 		$1.59M Buy
22,183
+563
+3% +$37.8K 0.38% 77
2025
Q1 		$1.4M Hold
21,620
– – 0.36% 85
2024
Q4 		$1.44M Buy
21,620
+1,075
+5% +$74.7K 0.37% 83
2024
Q3 		$1.42M Buy
20,545
+914
+5% +$60.5K 0.36% 85
2024
Q2 		$1.25M Buy
19,631
+4,659
+31% +$296K 0.33% 85
2024
Q1 		$989K Buy
14,972
+3,023
+25% +$190K 0.27% 100
2023
Q4 		$727K Sell
11,949
-394
-3% -$22.4K 0.22% 126
2023
Q3 		$676K Sell
12,343
-390
-3% -$22.1K 0.22% 123
2023
Q2 		$718K Buy
12,733
+154
+1% +$8.14K 0.22% 122
2023
Q1 		$668K Buy
12,579
+2,820
+29% +$146K 0.22% 126
2022
Q4 		$476K Buy
9,759
+210
+2% +$10.3K 0.16% 146
2022
Q3 		$431K Buy
9,549
+100
+1% +$5.01K 0.16% 150
2022
Q2 		$446K Hold
9,449
– – 0.11% 190
2022
Q1 		$520K Buy
+9,449
New +$523K 0.11% 192
2021
Q4 		– Sell
-8,782
Closed -$472K – 642
2021
Q3 		$472K Buy
8,782
+370
+4% +$20.4K 0.11% 196
2021
Q2 		$451K Hold
8,412
– – 0.11% 201
2021
Q1 		$418K Buy
8,412
+2,645
+46% +$127K 0.11% 192
2020
Q4 		$274K Buy
+5,767
New +$266K 0.08% 236

Other funds holding LEAD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

McDonald Partners's LEAD Position: Q2 2026 in Review

McDonald Partners reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 1.1% in Q2 2026, selling an estimated $18.1K and leaving 19,157 shares worth $1.76M. The position accounts for 0.43% of the portfolio, ranked #71.

McDonald Partners first reported a position in LEAD in Q4 2020 and has held it in 22 quarters since. 29 funds tracked by Wall St. Rank hold LEAD as of Q2 2026.

  • McDonald Partners held 19,157 shares of Siren DIVCON Leaders Dividend ETF worth $1.76M as of Q2 2026.
  • McDonald Partners sold 212 Siren DIVCON Leaders Dividend ETF shares in Q2 2026, an estimated $18.1K.
  • Siren DIVCON Leaders Dividend ETF made up 0.43% of McDonald Partners's portfolio in Q2 2026, its #71 holding.
  • McDonald Partners first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • 29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.