Envestnet Portfolio Solutions’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Envestnet Portfolio 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
2025 Q3	–	Sell	-51,115	Closed	-$2.17M	–	1533
2025 Q2	$2.17M	Sell	51,115 -41,315	-45%	-$1.65M	0.01%	544
2025 Q1	$3.65M	Sell	92,430 -2,427	-3%	-$100K	0.01%	440
2024 Q4	$3.84M	Sell	94,857 -5,019	-5%	-$212K	0.01%	464
2024 Q3	$4.13M	Sell	99,876 -386	-0.4%	-$15.1K	0.01%	439
2024 Q2	$3.79M	Sell	100,262 -1,096	-1%	-$41.3K	0.01%	443
2024 Q1	$3.97M	Sell	101,358 -2,275	-2%	-$82.2K	0.01%	439
2023 Q4	$3.57M	Sell	103,633 -5,883	-5%	-$191K	0.01%	425
2023 Q3	$3.46M	Buy	+109,516	New	+$3.55M	0.02%	398

Other funds holding LSAF

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Portfolio Solutions's LSAF Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q3 2025, closing a stake of 51,115 shares — an estimated $2.17M sold.

Envestnet Portfolio Solutions first reported a position in LSAF in Q3 2023 and held it in 8 quarters. The position peaked at $4.13M in Q3 2024. 23 funds tracked by Wall St. Rank hold LSAF as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 51,115 LeaderShares AlphaFactor US Core Equity ETF shares in Q3 2025, an estimated $2.17M.
Envestnet Portfolio Solutions first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's LeaderShares AlphaFactor US Core Equity ETF position peaked at $4.13M in Q3 2024.
23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.