BFC Planning, Inc.’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

BFC Planning, Inc.’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
2026 Q1	–	Sell	-154	Closed	-$5.98K	–	3198
2025 Q4	$5.98K	Hold	154	–	–	﹤0.01%	2285
2025 Q3	$6.37K	Sell	154 -179	-54%	-$7.32K	﹤0.01%	2105
2025 Q2	$13.2K	Hold	333	–	–	﹤0.01%	1685
2025 Q1	$13.4K	Sell	333 -16	-5%	-$646	﹤0.01%	1639
2024 Q4	$14K	Buy	+349	New	+$14.6K	﹤0.01%	1620

Other funds holding LSAT

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

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

BFC Planning, Inc. sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2026, closing a stake of 154 shares — an estimated $5.98K sold.

BFC Planning, Inc. first reported a position in LSAT in Q4 2024 and held it in 5 quarters. The position peaked at $14K in Q4 2024. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

BFC Planning, Inc. reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2026 after selling out during the quarter.
BFC Planning, Inc. sold 154 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2026, an estimated $5.98K.
BFC Planning, Inc. first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2024 and held it in 5 quarters.
BFC Planning, Inc.'s LeaderShares AlphaFactor Tactical Focused ETF position peaked at $14K in Q4 2024.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

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