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CoreCap Advisors’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

CoreCap Advisors’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
2024
Q3 		– Sell
-1,303
Closed -$49.2K – 2696
2024
Q2 		$49.2K Buy
+1,303
New +$49.2K 0.01% 666

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

CoreCap Advisors's LSAF Position: Q3 2024 in Review

CoreCap Advisors sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q3 2024, closing a stake of 1,303 shares — an estimated $49.2K sold.

CoreCap Advisors first reported a position in LSAF in Q2 2024 and held it in 1 quarter. The position peaked at $49.2K in Q2 2024. 29 funds tracked by Wall St. Rank hold LSAF as of Q3 2024.

  • CoreCap Advisors reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q3 2024 after selling out during the quarter.
  • CoreCap Advisors sold 1,303 LeaderShares AlphaFactor US Core Equity ETF shares in Q3 2024, an estimated $49.2K.
  • CoreCap Advisors first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2024 and held it in 1 quarter.
  • CoreCap Advisors's LeaderShares AlphaFactor US Core Equity ETF position peaked at $49.2K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.