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Cooper Financial Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Cooper Financial Group’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
2022
Q3 		– Sell
-94,365
Closed -$2.6M – 276
2022
Q2 		$2.6M Buy
94,365
+3,285
+4% +$100K 0.94% 21
2022
Q1 		$2.96M Buy
91,080
+3,399
+4% +$113K 1.12% 19
2021
Q4 		$3.07M Buy
+87,681
New +$2.98M 1.16% 16

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cooper Financial Group's LSAF Position: Q3 2022 in Review

Cooper Financial Group sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q3 2022, closing a stake of 94,365 shares — an estimated $2.6M sold.

Cooper Financial Group first reported a position in LSAF in Q4 2021 and held it in 3 quarters. The position peaked at $3.07M in Q4 2021. 21 funds tracked by Wall St. Rank hold LSAF as of Q3 2022.

  • Cooper Financial Group reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 94,365 LeaderShares AlphaFactor US Core Equity ETF shares in Q3 2022, an estimated $2.6M.
  • Cooper Financial Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q4 2021 and held it in 3 quarters.
  • Cooper Financial Group's LeaderShares AlphaFactor US Core Equity ETF position peaked at $3.07M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q3 2022.

Based on Cooper Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.