CAS
LSAF icon

Coppell Advisory Solutions’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Coppell Advisory Solutions’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
2026
Q1 		– Sell
-14,431
Closed -$657K – 220
2025
Q4 		$657K Sell
14,431
-845
-6% -$37.7K 0.06% 227
2025
Q3 		$683K Sell
15,276
-40
-0.3% -$1.74K 0.07% 212
2025
Q2 		$648K Sell
15,316
-2,209
-13% -$88.3K 0.08% 202
2025
Q1 		$684K Sell
17,525
-1,867
-10% -$77K 0.09% 179
2024
Q4 		$788K Sell
19,392
-2,477
-11% -$105K 0.11% 140
2024
Q3 		$905K Buy
21,869
+672
+3% +$26.2K 0.13% 129
2024
Q2 		$801K Buy
+21,197
New +$800K 0.13% 124
2023
Q4 		$861K Sell
25,000
-1,570
-6% -$50.9K 0.17% 119
2023
Q3 		$800K Buy
26,570
+1,805
+7% +$58.4K 0.28% 88
2023
Q2 		$780K Sell
24,765
-1,438
-5% -$43.5K 0.22% 100
2023
Q1 		$785K Sell
26,203
-367
-1% -$11.4K 0.26% 99
2022
Q4 		$800K Buy
+26,570
New +$800K 0.27% 89

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Coppell Advisory Solutions's LSAF Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q1 2026, closing a stake of 14,431 shares — an estimated $657K sold.

Coppell Advisory Solutions first reported a position in LSAF in Q4 2022 and held it in 12 quarters. The position peaked at $905K in Q3 2024. 23 funds tracked by Wall St. Rank hold LSAF as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14,431 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2026, an estimated $657K.
  • Coppell Advisory Solutions first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's LeaderShares AlphaFactor US Core Equity ETF position peaked at $905K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.