Stenger Family Office’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Stenger Family Office’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
2024 Q4	$12.9M	Buy	+373,538	New	+$12.5M	4.38%	4

Other funds holding ACTV

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Stenger Family Office's ACTV Position: Q4 2024 in Review

Stenger Family Office opened a new position in LeaderShares Activist Leaders ETF (ACTV) in Q4 2024: 373,538 shares worth $12.9M. The stake represents 4.38% of the portfolio and ranks #4 among its holdings.

27 funds tracked by Wall St. Rank hold ACTV as of Q4 2024.

Stenger Family Office held 373,538 shares of LeaderShares Activist Leaders ETF worth $12.9M as of Q4 2024.
LeaderShares Activist Leaders ETF was a new Stenger Family Office position in Q4 2024.
LeaderShares Activist Leaders ETF made up 4.38% of Stenger Family Office's portfolio in Q4 2024, its #4 holding.
27 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2024.

Based on Stenger Family Office's 13F filing for Q4 2024, filed 13 Feb 2025.