Commonwealth Equity Services’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-20,131	Closed	-$900K	–	4387
2025 Q3	$900K	Sell	20,131 -1,241	-6%	-$54K	﹤0.01%	2677
2025 Q2	$908K	Sell	21,372 -568	-3%	-$22.7K	﹤0.01%	2654
2025 Q1	$867K	Buy	21,940 +3	+0%	+$124	﹤0.01%	2577
2024 Q4	$889K	Buy	21,937 +55	+0.3%	+$2.32K	﹤0.01%	2483
2024 Q3	$906K	Buy	21,882 +656	+3%	+$25.6K	﹤0.01%	2432
2024 Q2	$802K	Sell	21,226 -157	-0.7%	-$5.92K	﹤0.01%	2446
2024 Q1	$838K	Buy	21,383 +425	+2%	+$15.3K	﹤0.01%	2375
2023 Q4	$722K	Buy	20,958 +497	+2%	+$16.1K	﹤0.01%	2409
2023 Q3	$647K	Buy	20,461 +339	+2%	+$11K	﹤0.01%	2374
2023 Q2	$639K	Buy	+20,122	New	+$609K	﹤0.01%	2419

Other funds holding LSAF

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Commonwealth Equity Services's LSAF Position: Q4 2025 in Review

Commonwealth Equity Services sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2025, closing a stake of 20,131 shares — an estimated $900K sold.

Commonwealth Equity Services first reported a position in LSAF in Q2 2023 and held it in 10 quarters. The position peaked at $908K in Q2 2025. 24 funds tracked by Wall St. Rank hold LSAF as of Q4 2025.

Commonwealth Equity Services reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2025 after selling out during the quarter.
Commonwealth Equity Services sold 20,131 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2025, an estimated $900K.
Commonwealth Equity Services first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2023 and held it in 10 quarters.
Commonwealth Equity Services's LeaderShares AlphaFactor US Core Equity ETF position peaked at $908K in Q2 2025.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.