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
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

McDonald Partners's LEAD Position: Q1 2026 in Review

McDonald Partners reduced its Siren DIVCON Leaders Dividend ETF (LEAD) stake by 6.6% in Q1 2026, selling an estimated $108K and leaving 19,369 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #80.

McDonald Partners first reported a position in LEAD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.67M in Q3 2025. 29 funds tracked by Wall St. Rank hold LEAD as of Q1 2026.

  • McDonald Partners held 19,369 shares of Siren DIVCON Leaders Dividend ETF worth $1.49M as of Q1 2026.
  • McDonald Partners sold 1,360 Siren DIVCON Leaders Dividend ETF shares in Q1 2026, an estimated $108K.
  • Siren DIVCON Leaders Dividend ETF made up 0.35% of McDonald Partners's portfolio in Q1 2026, its #80 holding.
  • McDonald Partners first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Siren DIVCON Leaders Dividend ETF position peaked at $1.67M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.