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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $424M AUM 29.07% 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

Monograph Wealth Advisors's LEAD Position: Q1 2026 in Review

Monograph Wealth Advisors held its Siren DIVCON Leaders Dividend ETF (LEAD) position steady in Q1 2026 at 4,000 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #120.

Monograph Wealth Advisors first reported a position in LEAD in Q4 2021 and has held it in 15 quarters since. 29 funds tracked by Wall St. Rank hold LEAD as of Q1 2026.

Monograph Wealth Advisors held 4,000 shares of Siren DIVCON Leaders Dividend ETF worth $307K as of Q1 2026.
Monograph Wealth Advisors left its Siren DIVCON Leaders Dividend ETF share count unchanged in Q1 2026.
Siren DIVCON Leaders Dividend ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Monograph Wealth Advisors first reported a position in Siren DIVCON Leaders Dividend ETF in Q4 2021 and has held it in 15 quarters since.
29 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.