StoneX Group’s LeaderShares Equity Skew ETF SQEW Stock Holding History

StoneX 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
2024 Q4	–	Sell	-9,020	Closed	-$309K	–	911
2024 Q3	$309K	Buy	9,020 +283	+3%	+$9.33K	0.14%	208
2024 Q2	$288K	Sell	8,737 -294	-3%	-$9.48K	0.13%	218
2024 Q1	$296K	Buy	+9,031	New	+$283K	0.15%	190
2023 Q4	–	Sell	-9,775	Closed	-$281K	–	446
2023 Q3	$281K	Buy	9,775 +603	+7%	+$18.1K	0.16%	195
2023 Q2	$275K	Sell	9,172 -60	-0.6%	-$1.74K	0.15%	202
2023 Q1	$268K	Buy	9,232 +1,413	+18%	+$41K	0.16%	206
2022 Q4	$217K	Sell	7,819 -265	-3%	-$7.47K	0.03%	388
2022 Q3	$216K	Buy	8,084 +321	+4%	+$9.45K	0.04%	262
2022 Q2	$217K	Hold	7,763	–	–	0.04%	326
2022 Q1	$254K	Hold	7,763	–	–	0.02%	454
2021 Q4	$273K	Buy	+7,763	New	+$288K	0.03%	437

Other funds holding SQEW

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

IWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GIA

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

StoneX Group's SQEW Position: Q4 2024 in Review

StoneX Group sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2024, closing a stake of 9,020 shares — an estimated $309K sold.

StoneX Group first reported a position in SQEW in Q4 2021 and held it in 11 quarters. The position peaked at $309K in Q3 2024. 26 funds tracked by Wall St. Rank hold SQEW as of Q4 2024.

StoneX Group reported no remaining LeaderShares Equity Skew ETF position as of Q4 2024 after selling out during the quarter.
StoneX Group sold 9,020 LeaderShares Equity Skew ETF shares in Q4 2024, an estimated $309K.
StoneX Group first reported a position in LeaderShares Equity Skew ETF in Q4 2021 and held it in 11 quarters.
StoneX Group's LeaderShares Equity Skew ETF position peaked at $309K in Q3 2024.
26 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2024.

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