Envestnet Asset Management
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Envestnet Asset Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Envestnet Asset Management’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
2025
Q4 		– Sell
-5,268
Closed -$218K – 4584
2025
Q3 		$218K Sell
5,268
-5,196
-50% -$213K ﹤0.01% 4280
2025
Q2 		$414K Sell
10,464
-1,922
-16% -$74.8K ﹤0.01% 3841
2025
Q1 		$497K Sell
12,386
-4,306
-26% -$174K ﹤0.01% 3633
2024
Q4 		$671K Sell
16,692
-5,982
-26% -$250K ﹤0.01% 3413
2024
Q3 		$947K Buy
22,674
+5,331
+31% +$210K ﹤0.01% 3165
2024
Q2 		$664K Sell
17,343
-707
-4% -$26.6K ﹤0.01% 3292
2024
Q1 		$700K Sell
18,050
-643
-3% -$22.9K ﹤0.01% 3247
2023
Q4 		$644K Sell
18,693
-7,749
-29% -$258K ﹤0.01% 3193
2023
Q3 		$885K Sell
26,442
-801,900
-97% -$27.8M ﹤0.01% 2894
2023
Q2 		$27.7M Buy
828,342
+32,852
+4% +$1.05M 0.01% 768
2023
Q1 		$25.3M Buy
795,490
+8,553
+1% +$277K 0.01% 767
2022
Q4 		$24.3M Buy
786,937
+26,811
+4% +$855K 0.01% 761
2022
Q3 		$24.5M Buy
760,126
+39,107
+5% +$1.24M 0.01% 684
2022
Q2 		$21.3M Buy
721,019
+32,046
+5% +$1.04M 0.01% 761
2022
Q1 		$23.8M Buy
688,973
+55,220
+9% +$1.92M 0.01% 771
2021
Q4 		$22.6M Buy
633,753
+81,725
+15% +$2.92M 0.01% 792
2021
Q3 		$18.9M Buy
552,028
+45,940
+9% +$1.62M 0.01% 818
2021
Q2 		$17.5M Buy
506,088
+76,031
+18% +$2.61M 0.01% 840
2021
Q1 		$14M Buy
430,057
+29,893
+7% +$927K 0.01% 863
2020
Q4 		$11.8M Buy
+400,164
New +$11.1M 0.01% 834

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Envestnet Asset Management's LSAT Position: Q4 2025 in Review

Envestnet Asset Management sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2025, closing a stake of 5,268 shares — an estimated $218K sold.

Envestnet Asset Management first reported a position in LSAT in Q4 2020 and held it in 20 quarters. The position peaked at $27.7M in Q2 2023. 25 funds tracked by Wall St. Rank hold LSAT as of Q4 2025.

  • Envestnet Asset Management reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 5,268 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2025, an estimated $218K.
  • Envestnet Asset Management first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2020 and held it in 20 quarters.
  • Envestnet Asset Management's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $27.7M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.