Comprehensive Financial Planning’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Comprehensive Financial Planning’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
2026 Q1	$1.33K	Hold	29	–	–	﹤0.01%	344
2025 Q4	$1.31K	Hold	29	–	–	﹤0.01%	377
2025 Q3	$1.3K	Hold	29	–	–	﹤0.01%	311
2025 Q2	$1.23K	Hold	29	–	–	﹤0.01%	302
2025 Q1	$1.15K	Sell	29 -1,077	-97%	-$44.4K	﹤0.01%	297
2024 Q4	$44.8K	Buy	+1,106	New	+$46.7K	0.04%	161

Other funds holding LSAF

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

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

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

IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Aurora Private Wealth Rockaway, New Jersey $140M AUM