Wealthcare Advisory Partners’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Wealthcare Advisory Partners’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	-9,245	Closed	-$317K	–	926
2024 Q3	$317K	Sell	9,245 -89	-1%	-$2.93K	0.01%	702
2024 Q2	$307K	Buy	+9,334	New	+$301K	0.01%	670

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

Wealthcare Advisory Partners's SQEW Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of LeaderShares Equity Skew ETF (SQEW) in Q4 2024, closing a stake of 9,245 shares — an estimated $317K sold.

Wealthcare Advisory Partners first reported a position in SQEW in Q2 2024 and held it in 2 quarters. The position peaked at $317K in Q3 2024. 26 funds tracked by Wall St. Rank hold SQEW as of Q4 2024.

Wealthcare Advisory Partners reported no remaining LeaderShares Equity Skew ETF position as of Q4 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 9,245 LeaderShares Equity Skew ETF shares in Q4 2024, an estimated $317K.
Wealthcare Advisory Partners first reported a position in LeaderShares Equity Skew ETF in Q2 2024 and held it in 2 quarters.
Wealthcare Advisory Partners's LeaderShares Equity Skew ETF position peaked at $317K in Q3 2024.
26 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.