WealthPLAN Partners’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

WealthPLAN Partners’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
2023 Q1	–	Sell	-5,294	Closed	-$285K	–	1329
2022 Q4	$285K	Buy	+5,294	New	+$260K	0.02%	323
2022 Q1	$299K	Hold	5,804	–	–	0.02%	317
2021 Q4	$324K	Hold	5,804	–	–	0.02%	308
2021 Q3	$350K	Hold	5,804	–	–	0.02%	298
2021 Q2	$323K	Hold	5,804	–	–	0.02%	273
2021 Q1	$302K	Sell	5,804 -470	-7%	-$22.7K	0.02%	272
2020 Q4	$300K	Sell	6,274 -286	-4%	-$13.2K	0.03%	266
2020 Q3	$303K	Sell	6,560 -92	-1%	-$3.97K	0.03%	253
2020 Q2	$293K	Sell	6,652 -338	-5%	-$12.8K	0.03%	246
2020 Q1	$259K	Sell	6,990 -1,155	-14%	-$43.5K	0.03%	212
2019 Q4	$334K	Sell	8,145 -457	-5%	-$16.9K	0.04%	189
2019 Q3	$321K	Hold	8,602	–	–	0.04%	182
2019 Q2	$297K	Hold	8,602	–	–	0.04%	185
2019 Q1	$292K	Buy	8,602 +1,612	+23%	+$52.3K	0.05%	204
2018 Q4	$234K	Sell	6,990 -3,716	-35%	-$117K	0.04%	222
2018 Q3	$332K	Sell	10,706 -9,981	-48%	-$336K	0.06%	179
2018 Q2	$674K	Buy	20,687 +7,282	+54%	+$236K	0.14%	120
2018 Q1	$430K	Buy	+13,405	New	+$440K	0.09%	153

Other funds holding LEAD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

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

WealthPLAN Partners's LEAD Position: Q1 2023 in Review

WealthPLAN Partners sold out of Siren DIVCON Leaders Dividend ETF (LEAD) in Q1 2023, closing a stake of 5,294 shares — an estimated $285K sold.

WealthPLAN Partners first reported a position in LEAD in Q1 2018 and held it in 18 quarters. The position peaked at $674K in Q2 2018. 24 funds tracked by Wall St. Rank hold LEAD as of Q1 2023.

WealthPLAN Partners reported no remaining Siren DIVCON Leaders Dividend ETF position as of Q1 2023 after selling out during the quarter.
WealthPLAN Partners sold 5,294 Siren DIVCON Leaders Dividend ETF shares in Q1 2023, an estimated $285K.
WealthPLAN Partners first reported a position in Siren DIVCON Leaders Dividend ETF in Q1 2018 and held it in 18 quarters.
WealthPLAN Partners's Siren DIVCON Leaders Dividend ETF position peaked at $674K in Q2 2018.
24 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q1 2023.

Based on WealthPLAN Partners's 13F filing for Q1 2023, filed 10 May 2023.