Atria Wealth Solutions’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.09M	Sell	49,171 -41,275	-46%	-$1.65M	0.05%	407
2025 Q1	$3.57M	Sell	90,446 -2,309	-2%	-$95.3K	0.04%	439
2024 Q4	$3.76M	Sell	92,755 -4,924	-5%	-$208K	0.04%	433
2024 Q3	$4.04M	Sell	97,679 -329	-0.3%	-$12.8K	0.04%	401
2024 Q2	$3.7M	Sell	98,008 -97	-0.1%	-$3.66K	0.04%	416
2024 Q1	$3.84M	Sell	98,105 -3,273	-3%	-$118K	0.04%	414
2023 Q4	$3.49M	Sell	101,378 -5,693	-5%	-$184K	0.04%	414
2023 Q3	$3.39M	Sell	107,071 -10,297	-9%	-$333K	0.05%	402
2023 Q2	$3.73M	Buy	117,368 +1,479	+1%	+$44.8K	0.05%	368
2023 Q1	$3.53M	Buy	115,889 +3,853	+3%	+$120K	0.05%	362
2022 Q4	$3.37M	Buy	112,036 +18,626	+20%	+$561K	0.05%	350
2022 Q3	$2.51M	Buy	93,410 +23,703	+34%	+$689K	0.04%	402
2022 Q2	$1.92M	Buy	69,707 +38,926	+126%	+$1.19M	0.04%	457
2022 Q1	$999K	Buy	+30,781	New	+$1.02M	0.02%	729

Other funds holding LSAF

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

GIA

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Atria Wealth Solutions's LSAF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 46% in Q2 2025, selling an estimated $1.65M and leaving 49,171 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #407.

Atria Wealth Solutions first reported a position in LSAF in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.04M in Q3 2024. 26 funds tracked by Wall St. Rank hold LSAF as of Q2 2025.

Atria Wealth Solutions held 49,171 shares of LeaderShares AlphaFactor US Core Equity ETF worth $2.09M as of Q2 2025.
Atria Wealth Solutions sold 41,275 LeaderShares AlphaFactor US Core Equity ETF shares in Q2 2025, an estimated $1.65M.
LeaderShares AlphaFactor US Core Equity ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #407 holding.
Atria Wealth Solutions first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's LeaderShares AlphaFactor US Core Equity ETF position peaked at $4.04M in Q3 2024.
26 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.