Simplicity Solutions’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Simplicity Solutions’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
2023 Q3	–	Sell	-21,779	Closed	-$652K	–	1086
2023 Q2	$652K	Sell	21,779 -1,810	-8%	-$52.5K	0.02%	586
2023 Q1	$684K	Buy	+23,589	New	+$684K	0.02%	599

Other funds holding SQEW

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Simplicity Solutions's SQEW Position: Q3 2023 in Review

Simplicity Solutions sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2023, closing a stake of 21,779 shares — an estimated $652K sold.

Simplicity Solutions first reported a position in SQEW in Q1 2023 and held it in 2 quarters. The position peaked at $684K in Q1 2023. 27 funds tracked by Wall St. Rank hold SQEW as of Q3 2023.

Simplicity Solutions reported no remaining LeaderShares Equity Skew ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 21,779 LeaderShares Equity Skew ETF shares in Q3 2023, an estimated $652K.
Simplicity Solutions first reported a position in LeaderShares Equity Skew ETF in Q1 2023 and held it in 2 quarters.
Simplicity Solutions's LeaderShares Equity Skew ETF position peaked at $684K in Q1 2023.
27 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.