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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

Other funds holding LSAT

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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.