Global Retirement Partners’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Global Retirement Partners’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
2023 Q4	–	Sell	-7,877	Closed	-$258K	–	3428
2023 Q3	$258K	Buy	7,877 +1,032	+15%	+$35.7K	0.01%	590
2023 Q2	$228K	Sell	6,845 -4	-0.1%	-$128	0.01%	644
2023 Q1	$215K	Buy	6,849 +649	+10%	+$21K	0.01%	641
2022 Q4	$192K	Buy	6,200 +3,496	+129%	+$111K	0.01%	602
2022 Q3	$89K	Sell	2,704 -1,857	-41%	-$58.7K	0.01%	820
2022 Q2	$135K	Buy	4,561 +1,019	+29%	+$33.1K	0.01%	655
2022 Q1	$112K	Buy	+3,542	New	+$123K	0.01%	723

Other funds holding LSAT

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $2.7B AUM 23.82% 1-Year Est. Return

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

Global Retirement Partners sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2023, closing a stake of 7,877 shares — an estimated $258K sold.

Global Retirement Partners first reported a position in LSAT in Q1 2022 and held it in 7 quarters. The position peaked at $258K in Q3 2023. 24 funds tracked by Wall St. Rank hold LSAT as of Q4 2023.

Global Retirement Partners reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 7,877 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2023, an estimated $258K.
Global Retirement Partners first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2022 and held it in 7 quarters.
Global Retirement Partners's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $258K in Q3 2023.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2023.

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