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Coldstream Capital Management’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-704
Closed -$27.8K – 2352
2025
Q1 		$27.8K Buy
+704
New +$29.1K ﹤0.01% 1971

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Coldstream Capital Management's LSAF Position: Q2 2025 in Review

Coldstream Capital Management sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q2 2025, closing a stake of 704 shares — an estimated $27.8K sold.

Coldstream Capital Management first reported a position in LSAF in Q1 2025 and held it in 1 quarter. The position peaked at $27.8K in Q1 2025. 26 funds tracked by Wall St. Rank hold LSAF as of Q2 2025.

  • Coldstream Capital Management reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 704 LeaderShares AlphaFactor US Core Equity ETF shares in Q2 2025, an estimated $27.8K.
  • Coldstream Capital Management first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LeaderShares AlphaFactor US Core Equity ETF position peaked at $27.8K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.