WIM
LEAD

WealthPlan Investment Management’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

WealthPlan Investment Management’s Portfolio LEAD Stock Details LEAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,491
Closed -$395K – 351
2025
Q2 		$395K Buy
5,491
+26
+0.5% +$1.74K 0.03% 263
2025
Q1 		$354K Buy
5,465
+35
+0.6% +$2.35K 0.03% 206
2024
Q4 		$361K Buy
5,430
+30
+0.6% +$2.09K 0.04% 204
2024
Q3 		$374K Buy
5,400
+30
+0.6% +$1.99K 0.04% 178
2024
Q2 		$342K Sell
5,370
-47
-0.9% -$2.98K 0.05% 142
2024
Q1 		$358K Sell
5,417
-120
-2% -$7.55K 0.05% 143
2023
Q4 		$337K Buy
5,537
+24
+0.4% +$1.37K 0.05% 145
2023
Q3 		$302K Buy
5,513
+4,932
+849% +$280K 0.05% 142
2023
Q2 		$32.8K Sell
581
-4,721
-89% -$250K 0.01% 220
2023
Q1 		$281K Buy
5,302
+8
+0.2% +$414 0.05% 143
2022
Q4 		$284K Buy
5,294
+77
+1% +$3.79K 0.02% 325
2022
Q3 		$266K Buy
+5,217
New +$262K 0.02% 312
2022
Q1 		$299K Buy
+5,804
New +$321K 0.02% 317

Other funds holding LEAD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WealthPlan Investment Management's LEAD Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q3 2025, closing a stake of 5,491 shares — an estimated $395K sold.

WealthPlan Investment Management first reported a position in LEAD in Q1 2022 and held it in 13 quarters. The position peaked at $395K in Q2 2025. 28 funds tracked by Wall St. Rank hold LEAD as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,491 Siren DIVCON Leaders Dividend ETF shares in Q3 2025, an estimated $395K.
  • WealthPlan Investment Management first reported a position in Siren DIVCON Leaders Dividend ETF in Q1 2022 and held it in 13 quarters.
  • WealthPlan Investment Management's Siren DIVCON Leaders Dividend ETF position peaked at $395K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.