Monograph Wealth Advisors’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Monograph Wealth Advisors’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	$367K	Hold	4,000	–	–	0.03%	110
2026 Q1	$307K	Hold	4,000	–	–	0.03%	120
2025 Q4	$305K	Hold	4,000	–	–	0.03%	112
2025 Q3	$305K	Hold	4,000	–	–	0.03%	120
2025 Q2	$287K	Hold	4,000	–	–	0.04%	107
2025 Q1	$259K	Hold	4,000	–	–	0.04%	98
2024 Q4	$266K	Hold	4,000	–	–	0.04%	98
2024 Q3	$277K	Hold	4,000	–	–	0.04%	95
2024 Q2	$255K	Hold	4,000	–	–	0.04%	91
2024 Q1	$264K	Hold	4,000	–	–	0.04%	136
2023 Q4	$243K	Hold	4,000	–	–	0.04%	95
2023 Q3	$219K	Hold	4,000	–	–	0.04%	110
2023 Q2	$226K	Hold	4,000	–	–	0.05%	77
2023 Q1	$212K	Buy	+4,000	New	+$207K	0.05%	79
2022 Q2	–	Sell	-4,000	Closed	-$220K	–	84
2022 Q1	$220K	Hold	4,000	–	–	0.06%	80
2021 Q4	$241K	Buy	+4,000	New	+$232K	0.06%	75

Other funds holding LEAD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Monograph Wealth Advisors's LEAD Position: Q2 2026 in Review

Monograph Wealth Advisors held its Siren DIVCON Leaders Dividend ETF (LEAD) position steady in Q2 2026 at 4,000 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #110.

Monograph Wealth Advisors first reported a position in LEAD in Q4 2021 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold LEAD as of Q2 2026.

Monograph Wealth Advisors held 4,000 shares of Siren DIVCON Leaders Dividend ETF worth $367K as of Q2 2026.
Monograph Wealth Advisors left its Siren DIVCON Leaders Dividend ETF share count unchanged in Q2 2026.
Siren DIVCON Leaders Dividend ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Monograph Wealth Advisors first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2021 and has held it in 16 quarters since.
29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.