Claro Advisors
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Claro Advisors’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Claro Advisors’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
Q4 		– Sell
-9,497
Closed -$318K – 408
2023
Q3 		$318K Sell
9,497
-1,863
-16% -$64.5K 0.08% 266
2023
Q2 		$379K Sell
11,360
-47
-0.4% -$1.5K 0.09% 234
2023
Q1 		$363K Buy
+11,407
New +$370K 0.11% 220

Other funds holding LSAT

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Perennial Investment Advisors
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Claro Advisors's LSAT Position: Q4 2023 in Review

Claro Advisors sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2023, closing a stake of 9,497 shares — an estimated $318K sold.

Claro Advisors first reported a position in LSAT in Q1 2023 and held it in 3 quarters. The position peaked at $379K in Q2 2023. 25 funds tracked by Wall St. Rank hold LSAT as of Q4 2023.

  • Claro Advisors reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2023 after selling out during the quarter.
  • Claro Advisors sold 9,497 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2023, an estimated $318K.
  • Claro Advisors first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2023 and held it in 3 quarters.
  • Claro Advisors's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $379K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2023.

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