Principal Financial Group
SQEW

Principal Financial Group’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Principal Financial Group’s Portfolio SQEW Stock Details SQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,815
Closed -$239K – 2598
2021
Q4 		$239K Sell
6,815
-33
-0.5% -$1.23K ﹤0.01% 2310
2021
Q3 		$248K Buy
+6,848
New +$249K ﹤0.01% 2367

Other funds holding SQEW

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Principal Financial Group's SQEW Position: Q1 2022 in Review

Principal Financial Group sold out of LeaderShares Equity Skew ETF (SQEW) in Q1 2022, closing a stake of 6,815 shares — an estimated $239K sold.

Principal Financial Group first reported a position in SQEW in Q3 2021 and held it in 2 quarters. The position peaked at $248K in Q3 2021. 19 funds tracked by Wall St. Rank hold SQEW as of Q1 2022.

  • Principal Financial Group reported no remaining LeaderShares Equity Skew ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 6,815 LeaderShares Equity Skew ETF shares in Q1 2022, an estimated $239K.
  • Principal Financial Group first reported a position in LeaderShares Equity Skew ETF in Q3 2021 and held it in 2 quarters.
  • Principal Financial Group's LeaderShares Equity Skew ETF position peaked at $248K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q1 2022.

Based on Principal Financial Group's 13F filing for Q1 2022, filed 9 May 2022.