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Gladstone Institutional Advisory’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Gladstone Institutional Advisory’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
-15,394
Closed -$598K – 867
2025
Q4 		$598K Sell
15,394
-9,007
-37% -$361K 0.02% 462
2025
Q3 		$1.01M Sell
24,401
-2,919
-11% -$119K 0.04% 364
2025
Q2 		$1.08M Sell
27,320
-1,283
-4% -$49.9K 0.04% 333
2025
Q1 		$1.15M Sell
28,603
-6,225
-18% -$251K 0.05% 307
2024
Q4 		$1.4M Sell
34,828
-4,480
-11% -$187K 0.07% 283
2024
Q3 		$1.64M Sell
39,308
-5,335
-12% -$211K 0.08% 256
2024
Q2 		$1.71M Sell
44,643
-4,043
-8% -$152K 0.09% 236
2024
Q1 		$1.89M Sell
48,686
-2,933
-6% -$104K 0.1% 211
2023
Q4 		$1.78M Sell
51,619
-2,651
-5% -$88.2K 0.1% 210
2023
Q3 		$1.82M Sell
54,270
-3,705
-6% -$128K 0.12% 195
2023
Q2 		$1.94M Buy
57,975
+895
+2% +$28.6K 0.12% 201
2023
Q1 		$1.82M Buy
57,080
+1,203
+2% +$39K 0.12% 204
2022
Q4 		$1.73M Buy
55,877
+3,505
+7% +$112K 0.12% 203
2022
Q3 		$1.69M Buy
52,372
+2,793
+6% +$88.3K 0.13% 191
2022
Q2 		$1.47M Buy
49,579
+10,061
+25% +$327K 0.12% 203
2022
Q1 		$1.36M Buy
+39,518
New +$1.37M 0.09% 242

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Gladstone Institutional Advisory's LSAT Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2026, closing a stake of 15,394 shares — an estimated $598K sold.

Gladstone Institutional Advisory first reported a position in LSAT in Q1 2022 and held it in 16 quarters. The position peaked at $1.94M in Q2 2023. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 15,394 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2026, an estimated $598K.
  • Gladstone Institutional Advisory first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2022 and held it in 16 quarters.
  • Gladstone Institutional Advisory's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $1.94M in Q2 2023.
  • 20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.