MCC
LEAD

Money Concepts Capital’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-523
Closed -$25.5K – 1844
2022
Q4 		$25.5K Buy
+523
New +$25.7K ﹤0.01% 1554
2022
Q2 		– Sell
-523
Closed -$29K – 2114
2022
Q1 		$29K Buy
+523
New +$29K ﹤0.01% 1445

Other funds holding LEAD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Money Concepts Capital's LEAD Position: Q1 2023 in Review

Money Concepts Capital sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q1 2023, closing a stake of 523 shares — an estimated $25.5K sold.

Money Concepts Capital first reported a position in LEAD in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 24 funds tracked by Wall St. Rank hold LEAD as of Q1 2023.

  • Money Concepts Capital reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 523 Siren DIVCON Leaders Dividend ETF shares in Q1 2023, an estimated $25.5K.
  • Money Concepts Capital first reported a position in Siren DIVCON Leaders Dividend ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Siren DIVCON Leaders Dividend ETF position peaked at $29K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.