BFC Planning, Inc.’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

BFC Planning, Inc.’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
2026 Q1	–	Sell	-239	Closed	-$10.8K	–	3197
2025 Q4	$10.8K	Hold	239	–	–	﹤0.01%	2042
2025 Q3	$10.7K	Sell	239 -279	-54%	-$12.1K	﹤0.01%	1888
2025 Q2	$22K	Hold	518	–	–	﹤0.01%	1451
2025 Q1	$20.5K	Hold	518	–	–	﹤0.01%	1449
2024 Q4	$21K	Hold	518	–	–	﹤0.01%	1439
2024 Q3	$21.4K	Buy	+518	New	+$20.2K	﹤0.01%	1418

Other funds holding LSAF

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

BFC Planning, Inc.'s LSAF Position: Q1 2026 in Review

BFC Planning, Inc. sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q1 2026, closing a stake of 239 shares — an estimated $10.8K sold.

BFC Planning, Inc. first reported a position in LSAF in Q3 2024 and held it in 6 quarters. The position peaked at $22K in Q2 2025. 23 funds tracked by Wall St. Rank hold LSAF as of Q1 2026.

BFC Planning, Inc. reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q1 2026 after selling out during the quarter.
BFC Planning, Inc. sold 239 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2026, an estimated $10.8K.
BFC Planning, Inc. first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2024 and held it in 6 quarters.
BFC Planning, Inc.'s LeaderShares AlphaFactor US Core Equity ETF position peaked at $22K in Q2 2025.
23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.