Commonwealth Equity Services’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Commonwealth Equity Services’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
2025 Q4	–	Sell	-18,348	Closed	-$759K	–	4388
2025 Q3	$759K	Sell	18,348 -1,721	-9%	-$70.4K	﹤0.01%	2811
2025 Q2	$794K	Sell	20,069 -1,420	-7%	-$55.3K	﹤0.01%	2767
2025 Q1	$861K	Sell	21,489 -243	-1%	-$9.8K	﹤0.01%	2582
2024 Q4	$874K	Buy	21,732 +152	+0.7%	+$6.35K	﹤0.01%	2498
2024 Q3	$901K	Sell	21,580 -3,057	-12%	-$121K	﹤0.01%	2434
2024 Q2	$943K	Sell	24,637 -159	-0.6%	-$5.99K	﹤0.01%	2329
2024 Q1	$962K	Buy	24,796 +651	+3%	+$23.2K	﹤0.01%	2268
2023 Q4	$832K	Buy	24,145 +739	+3%	+$24.6K	﹤0.01%	2299
2023 Q3	$784K	Buy	23,406 +438	+2%	+$15.2K	﹤0.01%	2243
2023 Q2	$767K	Buy	+22,968	New	+$733K	﹤0.01%	2290

Other funds holding LSAT

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Commonwealth Equity Services sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2025, closing a stake of 18,348 shares — an estimated $759K sold.

Commonwealth Equity Services first reported a position in LSAT in Q2 2023 and held it in 10 quarters. The position peaked at $962K in Q1 2024. 25 funds tracked by Wall St. Rank hold LSAT as of Q4 2025.

Commonwealth Equity Services reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2025 after selling out during the quarter.
Commonwealth Equity Services sold 18,348 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2025, an estimated $759K.
Commonwealth Equity Services first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q2 2023 and held it in 10 quarters.
Commonwealth Equity Services's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $962K in Q1 2024.
25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2025.

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