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 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 $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

OMC

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

PAG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

SWM

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

Comprehensive Financial Planning's LSAT Position: Q1 2026 in Review

Comprehensive Financial Planning held its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) position steady in Q1 2026 at 22 shares worth $866. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Comprehensive Financial Planning first reported a position in LSAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.1K in Q4 2024. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

Comprehensive Financial Planning held 22 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $866 as of Q1 2026.
Comprehensive Financial Planning left its LeaderShares AlphaFactor Tactical Focused ETF share count unchanged in Q1 2026.
LeaderShares AlphaFactor Tactical Focused ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #354 holding.
Comprehensive Financial Planning first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $23.1K in Q4 2024.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.