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 Q2	$1.5K	Hold	29	–	–	﹤0.01%	359
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

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Comprehensive Financial Planning's LSAF Position: Q2 2026 in Review

Comprehensive Financial Planning held its LeaderShares AlphaFactor US Core Equity ETF (LSAF) position steady in Q2 2026 at 29 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Comprehensive Financial Planning first reported a position in LSAF in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.8K in Q4 2024. 25 funds tracked by Wall St. Rank hold LSAF as of Q2 2026.

Comprehensive Financial Planning held 29 shares of LeaderShares AlphaFactor US Core Equity ETF worth $1.5K as of Q2 2026.
Comprehensive Financial Planning left its LeaderShares AlphaFactor US Core Equity ETF share count unchanged in Q2 2026.
LeaderShares AlphaFactor US Core Equity ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #359 holding.
Comprehensive Financial Planning first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's LeaderShares AlphaFactor US Core Equity ETF position peaked at $44.8K in Q4 2024.
25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.