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Comprehensive Financial Planning’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Comprehensive Financial Planning’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
2026
Q2 		$983 Hold
22
– – ﹤0.01% 369
2026
Q1 		$866 Hold
22
– – ﹤0.01% 354
2025
Q4 		$854 Hold
22
– – ﹤0.01% 388
2025
Q3 		$910 Hold
22
– – ﹤0.01% 320
2025
Q2 		$871 Hold
22
– – ﹤0.01% 310
2025
Q1 		$881 Sell
22
-552
-96% -$22.3K ﹤0.01% 302
2024
Q4 		$23.1K Buy
+574
New +$24K 0.02% 198

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

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

Comprehensive Financial Planning held its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) position steady in Q2 2026 at 22 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Comprehensive Financial Planning first reported a position in LSAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1K in Q4 2024. 21 funds tracked by Wall St. Rank hold LSAT as of Q2 2026.

  • Comprehensive Financial Planning held 22 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $983 as of Q2 2026.
  • Comprehensive Financial Planning left its LeaderShares AlphaFactor Tactical Focused ETF share count unchanged in Q2 2026.
  • LeaderShares AlphaFactor Tactical Focused ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #369 holding.
  • Comprehensive Financial Planning first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $23.1K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q2 2026.

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