AE Wealth Management’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

AE Wealth Management’s Portfolio LSAF Stock Details LSAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25	Hold	1	–	–	﹤0.01%	2581
2025 Q4	$24	Sell	1 -328	-100%	-$14.6K	﹤0.01%	2446
2025 Q3	$14.7K	Buy	329 +328	+32,800%	+$14.3K	﹤0.01%	1942
2025 Q2	$53	Sell	1 -442	-100%	-$17.7K	﹤0.01%	2146
2025 Q1	$17.5K	Sell	443 -8	-2%	-$330	﹤0.01%	1769
2024 Q4	$18.3K	Buy	+451	New	+$19K	﹤0.01%	1751
2024 Q1	–	Sell	-12,552	Closed	-$439K	–	1635
2023 Q4	$439K	Buy	+12,552	New	+$407K	﹤0.01%	1520
2020 Q1	–	Sell	-14,565	Closed	-$392K	–	1217
2019 Q4	$392K	Buy	14,565 +1,244	+9%	+$32.2K	0.01%	812
2019 Q3	$332K	Sell	13,321 -1,594	-11%	-$39.4K	0.01%	743
2019 Q2	$369K	Buy	+14,915	New	+$361K	0.01%	678

Other funds holding LSAF

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IWM

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

AE Wealth Management's LSAF Position: Q1 2026 in Review

AE Wealth Management held its LeaderShares AlphaFactor US Core Equity ETF (LSAF) position steady in Q1 2026 at 1 share worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

AE Wealth Management first reported a position in LSAF in Q2 2019 and has held it in 10 quarters since. The position peaked at $439K in Q4 2023. 23 funds tracked by Wall St. Rank hold LSAF as of Q1 2026.

AE Wealth Management held 1 share of LeaderShares AlphaFactor US Core Equity ETF worth $25 as of Q1 2026.
AE Wealth Management left its LeaderShares AlphaFactor US Core Equity ETF share count unchanged in Q1 2026.
LeaderShares AlphaFactor US Core Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2581 holding.
AE Wealth Management first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2019 and has held it in 10 quarters since.
AE Wealth Management's LeaderShares AlphaFactor US Core Equity ETF position peaked at $439K in Q4 2023.
23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.