Envestnet Portfolio Solutions’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Envestnet Portfolio 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
2025 Q3	–	Sell	-34,918	Closed	-$1.38M	–	1534
2025 Q2	$1.38M	Sell	34,918 -30,517	-47%	-$1.19M	0.01%	681
2025 Q1	$2.62M	Sell	65,435 -2,584	-4%	-$104K	0.01%	507
2024 Q4	$2.73M	Sell	68,019 -4,148	-6%	-$173K	0.01%	566
2024 Q3	$3.01M	Sell	72,167 -6,030	-8%	-$238K	0.01%	534
2024 Q2	$2.99M	Sell	78,197 -2,227	-3%	-$83.8K	0.01%	518
2024 Q1	$3.12M	Sell	80,424 -3,505	-4%	-$125K	0.01%	510
2023 Q4	$2.89M	Sell	83,929 -13,432	-14%	-$447K	0.01%	490
2023 Q3	$3.26M	Buy	+97,361	New	+$3.37M	0.02%	409

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

PAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Envestnet Portfolio Solutions sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q3 2025, closing a stake of 34,918 shares — an estimated $1.38M sold.

Envestnet Portfolio Solutions first reported a position in LSAT in Q3 2023 and held it in 8 quarters. The position peaked at $3.26M in Q3 2023. 24 funds tracked by Wall St. Rank hold LSAT as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 34,918 LeaderShares AlphaFactor Tactical Focused ETF shares in Q3 2025, an estimated $1.38M.
Envestnet Portfolio Solutions first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $3.26M in Q3 2023.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q3 2025.

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