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Claro Advisors’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Claro Advisors’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
2023
Q4 		– Sell
-8,843
Closed -$280K – 407
2023
Q3 		$280K Sell
8,843
-2,074
-19% -$67.1K 0.07% 277
2023
Q2 		$347K Buy
10,917
+462
+4% +$14K 0.09% 243
2023
Q1 		$318K Buy
+10,455
New +$325K 0.09% 242

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Mariner
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
Envestnet Portfolio Solutions
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Claro Advisors's LSAF Position: Q4 2023 in Review

Claro Advisors sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2023, closing a stake of 8,843 shares — an estimated $280K sold.

Claro Advisors first reported a position in LSAF in Q1 2023 and held it in 3 quarters. The position peaked at $347K in Q2 2023. 23 funds tracked by Wall St. Rank hold LSAF as of Q4 2023.

  • Claro Advisors reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Claro Advisors sold 8,843 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2023, an estimated $280K.
  • Claro Advisors first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2023 and held it in 3 quarters.
  • Claro Advisors's LeaderShares AlphaFactor US Core Equity ETF position peaked at $347K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.