Avantax Advisory Services’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Avantax Advisory Services’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
2024 Q4	–	Sell	-5,687	Closed	-$237K	–	2236
2024 Q3	$237K	Buy	+5,687	New	+$225K	﹤0.01%	1914
2023 Q4	–	Sell	-169,341	Closed	-$5.67M	–	1636
2023 Q3	$5.67M	Sell	169,341 -18,573	-10%	-$643K	0.06%	224
2023 Q2	$6.27M	Sell	187,914 -17,127	-8%	-$547K	0.07%	209
2023 Q1	$6.52M	Sell	205,041 -37,565	-15%	-$1.22M	0.08%	192
2022 Q4	$7.49M	Sell	242,606 -23,419	-9%	-$747K	0.1%	165
2022 Q3	$8.57M	Sell	266,025 -20,457	-7%	-$647K	0.13%	123
2022 Q2	$8.47M	Sell	286,482 -7,451	-3%	-$242K	0.13%	131
2022 Q1	$10.2M	Sell	293,933 -697	-0.2%	-$24.2K	0.14%	110
2021 Q4	$10.5M	Buy	294,630 +13,978	+5%	+$499K	0.16%	103
2021 Q3	$9.6M	Buy	280,652 +63,771	+29%	+$2.25M	0.16%	99
2021 Q2	$7.51M	Buy	216,881 +184,159	+563%	+$6.32M	0.14%	118
2021 Q1	$1.07M	Buy	+32,722	New	+$1.01M	0.02%	414

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

SWM

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

PAG

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Avantax Advisory Services sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2024, closing a stake of 5,687 shares — an estimated $237K sold.

Avantax Advisory Services first reported a position in LSAT in Q1 2021 and held it in 12 quarters. The position peaked at $10.5M in Q4 2021. 32 funds tracked by Wall St. Rank hold LSAT as of Q4 2024.

Avantax Advisory Services reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 5,687 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2024, an estimated $237K.
Avantax Advisory Services first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2021 and held it in 12 quarters.
Avantax Advisory Services's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $10.5M in Q4 2021.
32 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2024.

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