Financial Designs’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Financial Designs’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
2023 Q4	–	Sell	-748,222	Closed	-$25.1M	–	18
2023 Q3	$25.1M	Sell	748,222 -38,151	-5%	-$1.32M	18.86%	1
2023 Q2	$26.2M	Sell	786,373 -18,103	-2%	-$578K	19.17%	1
2023 Q1	$25.6M	Sell	804,476 -10,352	-1%	-$336K	19.1%	1
2022 Q4	$25.2M	Buy	+814,828	New	+$26M	18.96%	1

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 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 $21.3B AUM 22.13% 1-Year Est. Return

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 $2.7B AUM 23.82% 1-Year Est. Return

Financial Designs's LSAT Position: Q4 2023 in Review

Financial Designs sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2023, closing a stake of 748,222 shares — an estimated $25.1M sold.

Financial Designs first reported a position in LSAT in Q4 2022 and held it in 4 quarters. The position peaked at $26.2M in Q2 2023. 24 funds tracked by Wall St. Rank hold LSAT as of Q4 2023.

Financial Designs reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2023 after selling out during the quarter.
Financial Designs sold 748,222 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2023, an estimated $25.1M.
Financial Designs first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2022 and held it in 4 quarters.
Financial Designs's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $26.2M in Q2 2023.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2023.

Based on Financial Designs's 13F filing for Q4 2023, filed 19 Jan 2024.