Atria Wealth Solutions’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.33M	Sell	33,712 -30,484	-47%	-$1.19M	0.03%	537
2025 Q1	$2.57M	Sell	64,196 -2,490	-4%	-$100K	0.03%	545
2024 Q4	$2.68M	Sell	66,686 -4,115	-6%	-$172K	0.03%	542
2024 Q3	$2.96M	Sell	70,801 -5,935	-8%	-$234K	0.03%	497
2024 Q2	$2.94M	Sell	76,736 -1,855	-2%	-$69.8K	0.03%	496
2024 Q1	$3.05M	Sell	78,591 -3,767	-5%	-$134K	0.03%	488
2023 Q4	$2.84M	Sell	82,358 -12,859	-14%	-$428K	0.04%	485
2023 Q3	$3.19M	Sell	95,217 -7,113	-7%	-$246K	0.04%	416
2023 Q2	$3.42M	Sell	102,330 -567	-0.6%	-$18.1K	0.05%	392
2023 Q1	$3.27M	Buy	102,897 +2,849	+3%	+$92.4K	0.05%	385
2022 Q4	$3.09M	Buy	100,048 +13,019	+15%	+$415K	0.05%	372
2022 Q3	$2.8M	Buy	87,029 +19,688	+29%	+$622K	0.05%	369
2022 Q2	$1.99M	Buy	67,341 +33,850	+101%	+$1.1M	0.04%	449
2022 Q1	$1.16M	Buy	+33,491	New	+$1.16M	0.02%	670

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

SWM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

Atria Wealth Solutions reduced its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) stake by 47% in Q2 2025, selling an estimated $1.19M and leaving 33,712 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #537.

Atria Wealth Solutions first reported a position in LSAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q2 2023. 29 funds tracked by Wall St. Rank hold LSAT as of Q2 2025.

Atria Wealth Solutions held 33,712 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $1.33M as of Q2 2025.
Atria Wealth Solutions sold 30,484 LeaderShares AlphaFactor Tactical Focused ETF shares in Q2 2025, an estimated $1.19M.
LeaderShares AlphaFactor Tactical Focused ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #537 holding.
Atria Wealth Solutions first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $3.42M in Q2 2023.
29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q2 2025.

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