Gladstone Institutional Advisory’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Gladstone Institutional Advisory’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 Q2	–	Sell	-6,103	Closed	-$280K	–	913
2026 Q1	$280K	Sell	6,103 -9,573	-61%	-$445K	0.01%	691
2025 Q4	$707K	Sell	15,676 -12,292	-44%	-$549K	0.03%	429
2025 Q3	$1.25M	Sell	27,968 -5,840	-17%	-$254K	0.05%	321
2025 Q2	$1.44M	Sell	33,808 -1,600	-5%	-$64K	0.06%	288
2025 Q1	$1.4M	Sell	35,408 -3,857	-10%	-$159K	0.07%	276
2024 Q4	$1.59M	Sell	39,265 -726	-2%	-$30.7K	0.07%	264
2024 Q3	$1.65M	Sell	39,991 -969	-2%	-$37.8K	0.08%	252
2024 Q2	$1.55M	Sell	40,960 -3,030	-7%	-$114K	0.08%	252
2024 Q1	$1.72M	Sell	43,990 -3,987	-8%	-$144K	0.09%	225
2023 Q4	$1.65M	Sell	47,977 -1,333	-3%	-$43.2K	0.09%	218
2023 Q3	$1.56M	Sell	49,310 -3,111	-6%	-$101K	0.1%	211
2023 Q2	$1.67M	Buy	52,421 +1,140	+2%	+$34.5K	0.1%	212
2023 Q1	$1.56M	Sell	51,281 -2,713	-5%	-$84.4K	0.1%	226
2022 Q4	$1.62M	Buy	53,994 +925	+2%	+$27.8K	0.11%	212
2022 Q3	$1.43M	Buy	53,069 +4,916	+10%	+$143K	0.11%	218
2022 Q2	$1.33M	Buy	48,153 +9,252	+24%	+$283K	0.1%	223
2022 Q1	$1.26M	Buy	+38,901	New	+$1.29M	0.09%	250

Other funds holding LSAF

PAG

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

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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Gladstone Institutional Advisory's LSAF Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q2 2026, closing a stake of 6,103 shares — an estimated $280K sold.

Gladstone Institutional Advisory first reported a position in LSAF in Q1 2022 and held it in 17 quarters. The position peaked at $1.72M in Q1 2024. 4 funds tracked by Wall St. Rank hold LSAF as of Q2 2026.

Gladstone Institutional Advisory reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q2 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 6,103 LeaderShares AlphaFactor US Core Equity ETF shares in Q2 2026, an estimated $280K.
Gladstone Institutional Advisory first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2022 and held it in 17 quarters.
Gladstone Institutional Advisory's LeaderShares AlphaFactor US Core Equity ETF position peaked at $1.72M in Q1 2024.
4 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.