Bleakley Financial Group
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Bleakley Financial Group’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Bleakley Financial Group’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
2023
Q3 		– Sell
-30,001
Closed -$1M – 926
2023
Q2 		$1M Sell
30,001
-2,285
-7% -$73K 0.03% 402
2023
Q1 		$1.03M Sell
32,286
-207
-0.6% -$6.71K 0.03% 380
2022
Q4 		$1M Buy
+32,493
New +$1.04M 0.04% 373

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Financial Designs
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Perennial Investment Advisors
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Bleakley Financial Group's LSAT Position: Q3 2023 in Review

Bleakley Financial Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q3 2023, closing a stake of 30,001 shares — an estimated $1M sold.

Bleakley Financial Group first reported a position in LSAT in Q4 2022 and held it in 3 quarters. The position peaked at $1.03M in Q1 2023. 28 funds tracked by Wall St. Rank hold LSAT as of Q3 2023.

  • Bleakley Financial Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q3 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 30,001 LeaderShares AlphaFactor Tactical Focused ETF shares in Q3 2023, an estimated $1M.
  • Bleakley Financial Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2022 and held it in 3 quarters.
  • Bleakley Financial Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $1.03M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.