SFA
ACTV

Semmax Financial Advisors’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Semmax Financial Advisors’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-107
Closed -$3K – 281
2022
Q3 		$3K Hold
107
– – ﹤0.01% 207
2022
Q2 		$3K Hold
107
– – ﹤0.01% 208
2022
Q1 		$4K Buy
+107
New +$3.77K ﹤0.01% 217

Other funds holding ACTV

FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Semmax Financial Advisors's ACTV Position: Q4 2022 in Review

Semmax Financial Advisors sold out of LeaderShares Activist Leaders ETF (ACTV) in Q4 2022, closing a stake of 107 shares — an estimated $3K sold.

Semmax Financial Advisors first reported a position in ACTV in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 23 funds tracked by Wall St. Rank hold ACTV as of Q4 2022.

  • Semmax Financial Advisors reported no remaining LeaderShares Activist Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Semmax Financial Advisors sold 107 LeaderShares Activist Leaders ETF shares in Q4 2022, an estimated $3K.
  • Semmax Financial Advisors first reported a position in LeaderShares Activist Leaders ETF in Q1 2022 and held it in 3 quarters.
  • Semmax Financial Advisors's LeaderShares Activist Leaders ETF position peaked at $4K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.