Global Retirement Partners’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Global Retirement Partners’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
2023 Q4	–	Sell	-7,077	Closed	-$220K	–	3427
2023 Q3	$220K	Buy	7,077 +404	+6%	+$13.1K	0.01%	638
2023 Q2	$212K	Buy	6,673 +25	+0.4%	+$757	0.01%	674
2023 Q1	$197K	Buy	6,648 +699	+12%	+$21.7K	0.01%	671
2022 Q4	$179K	Buy	5,949 +2,936	+97%	+$88.4K	0.01%	622
2022 Q3	$91K	Sell	3,013 -929	-24%	-$27K	0.01%	808
2022 Q2	$109K	Buy	3,942 +952	+32%	+$29.1K	0.01%	712
2022 Q1	$89K	Buy	+2,990	New	+$99K	0.01%	798

Other funds holding LSAF

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $3.16B AUM 29.04% 1-Year Est. Return

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

Global Retirement Partners's LSAF Position: Q4 2023 in Review

Global Retirement Partners sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2023, closing a stake of 7,077 shares — an estimated $220K sold.

Global Retirement Partners first reported a position in LSAF in Q1 2022 and held it in 7 quarters. The position peaked at $220K in Q3 2023. 23 funds tracked by Wall St. Rank hold LSAF as of Q4 2023.

Global Retirement Partners reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 7,077 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2023, an estimated $220K.
Global Retirement Partners first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2022 and held it in 7 quarters.
Global Retirement Partners's LeaderShares AlphaFactor US Core Equity ETF position peaked at $220K in Q3 2023.
23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.