AE Wealth Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29	Hold	1	–	–	﹤0.01%	2579
2025 Q4	$29	Sell	1 -166	-99%	-$6.66K	﹤0.01%	2443
2025 Q3	$6.9K	Buy	167 +166	+16,600%	+$6.79K	﹤0.01%	2034
2025 Q2	$30	Sell	1 -429	-100%	-$16.7K	﹤0.01%	2150
2025 Q1	$17.2K	Sell	430 -6	-1%	-$242	﹤0.01%	1772
2024 Q4	$17.5K	Buy	+436	New	+$18.2K	﹤0.01%	1760
2024 Q1	–	Sell	-9,603	Closed	-$336K	–	1636
2023 Q4	$336K	Buy	+9,603	New	+$319K	﹤0.01%	1652

Other funds holding LSAT

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

AE Wealth Management held its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) position steady in Q1 2026 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

AE Wealth Management first reported a position in LSAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $336K in Q4 2023. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

AE Wealth Management held 1 share of LeaderShares AlphaFactor Tactical Focused ETF worth $29 as of Q1 2026.
AE Wealth Management left its LeaderShares AlphaFactor Tactical Focused ETF share count unchanged in Q1 2026.
LeaderShares AlphaFactor Tactical Focused ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2579 holding.
AE Wealth Management first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2023 and has held it in 7 quarters since.
AE Wealth Management's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $336K in Q4 2023.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

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