StoneX Group’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

StoneX Group’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	–	Sell	-6,836	Closed	-$231K	–	861
2024 Q3	$231K	Buy	+6,836	New	+$223K	0.1%	279
2024 Q2	–	Sell	-6,191	Closed	-$218K	–	378
2024 Q1	$218K	Sell	6,191 -1,537	-20%	-$51.1K	0.11%	266
2023 Q4	$258K	Buy	7,728 +1,115	+17%	+$33.5K	0.14%	223
2023 Q3	$202K	Buy	6,613 +171	+3%	+$5.45K	0.11%	290
2023 Q2	$203K	Buy	+6,442	New	+$192K	0.11%	289
2022 Q1	–	Sell	-5,527	Closed	-$201K	–	550
2021 Q4	$201K	Buy	+5,527	New	+$211K	0.02%	523

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

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 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 $44.6B AUM 28.94% 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

StoneX Group's ACTV Position: Q4 2024 in Review

StoneX Group sold out of LeaderShares Activist Leaders ETF (ACTV) in Q4 2024, closing a stake of 6,836 shares — an estimated $231K sold.

StoneX Group first reported a position in ACTV in Q4 2021 and held it in 6 quarters. The position peaked at $258K in Q4 2023. 27 funds tracked by Wall St. Rank hold ACTV as of Q4 2024.

StoneX Group reported no remaining LeaderShares Activist Leaders ETF position as of Q4 2024 after selling out during the quarter.
StoneX Group sold 6,836 LeaderShares Activist Leaders ETF shares in Q4 2024, an estimated $231K.
StoneX Group first reported a position in LeaderShares Activist Leaders ETF in Q4 2021 and held it in 6 quarters.
StoneX Group's LeaderShares Activist Leaders ETF position peaked at $258K in Q4 2023.
27 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.