Coppell Advisory Solutions’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-14,347	Closed	-$561K	–	221
2025 Q4	$561K	Sell	14,347 -500	-3%	-$20.1K	0.06%	238
2025 Q3	$617K	Sell	14,847 -16	-0.1%	-$655	0.07%	224
2025 Q2	$587K	Sell	14,863 -1,163	-7%	-$45.3K	0.07%	217
2025 Q1	$620K	Sell	16,026 -906	-5%	-$36.6K	0.09%	186
2024 Q4	$679K	Sell	16,932 -1,464	-8%	-$61.2K	0.09%	146
2024 Q3	$767K	Sell	18,396 -634	-3%	-$25K	0.11%	139
2024 Q2	$729K	Buy	+19,030	New	+$716K	0.12%	126
2023 Q4	$739K	Sell	21,452 -4,045	-16%	-$135K	0.15%	131
2023 Q3	$788K	Buy	25,497 +3,829	+18%	+$133K	0.27%	89
2023 Q2	$719K	Sell	21,668 -3,416	-14%	-$109K	0.2%	104
2023 Q1	$783K	Sell	25,084 -413	-2%	-$13.4K	0.26%	100
2022 Q4	$788K	Buy	+25,497	New	+$813K	0.27%	91

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

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

Coppell Advisory Solutions sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2026, closing a stake of 14,347 shares — an estimated $561K sold.

Coppell Advisory Solutions first reported a position in LSAT in Q4 2022 and held it in 12 quarters. The position peaked at $788K in Q3 2023. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

Coppell Advisory Solutions reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 14,347 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2026, an estimated $561K.
Coppell Advisory Solutions first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2022 and held it in 12 quarters.
Coppell Advisory Solutions's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $788K in Q3 2023.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

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