Barnes Dennig Private Wealth Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Barnes Dennig Private 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	–	Sell	-1,683	Closed	-$65.4K	–	329
2025 Q4	$65.4K	Sell	1,683 -1,058	-39%	-$42.5K	0.07%	129
2025 Q3	$113K	Hold	2,741	–	–	0.12%	98
2025 Q2	$108K	Hold	2,741	–	–	0.13%	93
2025 Q1	$110K	Buy	+2,741	New	+$111K	0.17%	51

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

Barnes Dennig Private Wealth Management's LSAT Position: Q1 2026 in Review

Barnes Dennig Private Wealth Management sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2026, closing a stake of 1,683 shares — an estimated $65.4K sold.

Barnes Dennig Private Wealth Management first reported a position in LSAT in Q1 2025 and held it in 4 quarters. The position peaked at $113K in Q3 2025. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

Barnes Dennig Private Wealth Management reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2026 after selling out during the quarter.
Barnes Dennig Private Wealth Management sold 1,683 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2026, an estimated $65.4K.
Barnes Dennig Private Wealth Management first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2025 and held it in 4 quarters.
Barnes Dennig Private Wealth Management's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $113K in Q3 2025.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.