Avantax Advisory Services’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Avantax Advisory Services’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
2024 Q4	–	Sell	-5,759	Closed	-$238K	–	2235
2024 Q3	$238K	Buy	+5,759	New	+$225K	﹤0.01%	1910
2023 Q4	–	Sell	-148,267	Closed	-$4.69M	–	1635
2023 Q3	$4.69M	Sell	148,267 -32,498	-18%	-$1.05M	0.05%	269
2023 Q2	$5.74M	Sell	180,765 -16,839	-9%	-$510K	0.07%	220
2023 Q1	$6.01M	Sell	197,604 -35,464	-15%	-$1.1M	0.07%	210
2022 Q4	$7.01M	Sell	233,068 -27,283	-10%	-$821K	0.09%	174
2022 Q3	$6.99M	Buy	260,351 +13,121	+5%	+$381K	0.11%	152
2022 Q2	$6.81M	Sell	247,230 -7,388	-3%	-$226K	0.1%	157
2022 Q1	$8.26M	Buy	254,618 +4,490	+2%	+$149K	0.11%	128
2021 Q4	$8.75M	Buy	250,128 +6,007	+2%	+$204K	0.13%	121
2021 Q3	$7.84M	Buy	244,121 +59,010	+32%	+$1.96M	0.13%	123
2021 Q2	$6.05M	Buy	185,111 +152,806	+473%	+$4.96M	0.11%	148
2021 Q1	$1.01M	Buy	+32,305	New	+$963K	0.02%	427

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

PAG

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 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 $2.7B AUM 23.82% 1-Year Est. Return

GVAG

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

Avantax Advisory Services's LSAF Position: Q4 2024 in Review

Avantax Advisory Services sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2024, closing a stake of 5,759 shares — an estimated $238K sold.

Avantax Advisory Services first reported a position in LSAF in Q1 2021 and held it in 12 quarters. The position peaked at $8.75M in Q4 2021. 29 funds tracked by Wall St. Rank hold LSAF as of Q4 2024.

Avantax Advisory Services reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 5,759 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2024, an estimated $238K.
Avantax Advisory Services first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2021 and held it in 12 quarters.
Avantax Advisory Services's LeaderShares AlphaFactor US Core Equity ETF position peaked at $8.75M in Q4 2021.
29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.