Wells Fargo’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Wells Fargo’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 Q3	–	Sell	-51,701	Closed	-$1.7M	–	7070
2024 Q2	$1.7M	Buy	+51,701	New	+$1.67M	﹤0.01%	3112
2023 Q2	–	Sell	-434	Closed	-$12.6K	–	7689
2023 Q1	$12.6K	Hold	434	–	–	﹤0.01%	5784
2022 Q4	$12K	Hold	434	–	–	﹤0.01%	5477
2022 Q3	$12K	Hold	434	–	–	﹤0.01%	5620
2022 Q2	$12K	Hold	434	–	–	﹤0.01%	5680
2022 Q1	$14K	Hold	434	–	–	﹤0.01%	6157
2021 Q4	$15K	Sell	434 -78	-15%	-$2.9K	﹤0.01%	6419
2021 Q3	$19K	Buy	512 +78	+18%	+$2.84K	﹤0.01%	5998
2021 Q2	$16K	Buy	434 +235	+118%	+$8.55K	﹤0.01%	5987
2021 Q1	$7K	Buy	+199	New	+$6.92K	﹤0.01%	6428

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 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

GIA

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

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

Wells Fargo's SQEW Position: Q3 2024 in Review

Wells Fargo sold out of LeaderShares Equity Skew ETF (SQEW) in Q3 2024, closing a stake of 51,701 shares — an estimated $1.7M sold.

Wells Fargo first reported a position in SQEW in Q1 2021 and held it in 10 quarters. The position peaked at $1.7M in Q2 2024. 29 funds tracked by Wall St. Rank hold SQEW as of Q3 2024.

Wells Fargo reported no remaining LeaderShares Equity Skew ETF position as of Q3 2024 after selling out during the quarter.
Wells Fargo sold 51,701 LeaderShares Equity Skew ETF shares in Q3 2024, an estimated $1.7M.
Wells Fargo first reported a position in LeaderShares Equity Skew ETF in Q1 2021 and held it in 10 quarters.
Wells Fargo's LeaderShares Equity Skew ETF position peaked at $1.7M in Q2 2024.
29 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q3 2024.

Based on Wells Fargo's 13F filing for Q3 2024, filed 13 Nov 2024.