Envestnet Portfolio Solutions

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

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return