Cooper Financial Group
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Cooper Financial Group’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Cooper Financial Group’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
2022
Q3 		– Sell
-99,816
Closed -$2.95M – 277
2022
Q2 		$2.95M Buy
99,816
+12,501
+14% +$406K 1.07% 18
2022
Q1 		$3.01M Buy
87,315
+2,407
+3% +$83.7K 1.14% 18
2021
Q4 		$3.02M Buy
+84,908
New +$3.03M 1.14% 17

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ford Financial Group
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mariner Independent Advisor Network
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Cooper Financial Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q3 2022, closing a stake of 99,816 shares — an estimated $2.95M sold.

Cooper Financial Group first reported a position in LSAT in Q4 2021 and held it in 3 quarters. The position peaked at $3.02M in Q4 2021. 24 funds tracked by Wall St. Rank hold LSAT as of Q3 2022.

  • Cooper Financial Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 99,816 LeaderShares AlphaFactor Tactical Focused ETF shares in Q3 2022, an estimated $2.95M.
  • Cooper Financial Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2021 and held it in 3 quarters.
  • Cooper Financial Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $3.02M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q3 2022.

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