Great Valley Advisor Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Great Valley Advisor Group’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 Q1	$1.31M	Buy	28,466 +3,235	+13%	+$150K	0.02%	462
2025 Q4	$1.14M	Sell	25,231 -894	-3%	-$39.9K	0.02%	457
2025 Q3	$1.17M	Sell	26,125 -5,815	-18%	-$253K	0.02%	446
2025 Q2	$1.36M	Buy	31,940 +204	+0.6%	+$8.16K	0.03%	399
2025 Q1	$1.25M	Buy	31,736 +3,254	+11%	+$134K	0.03%	404
2024 Q4	$1.15M	Sell	28,482 -2,930	-9%	-$124K	0.03%	411
2024 Q3	$1.3M	Buy	31,412 +2,856	+10%	+$111K	0.03%	385
2024 Q2	$1.08M	Buy	+28,556	New	+$1.08M	0.03%	372

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 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

Great Valley Advisor Group's LSAF Position: Q1 2026 in Review

Great Valley Advisor Group increased its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 13% in Q1 2026, buying an estimated $150K and bringing the position to 28,466 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #462.

Great Valley Advisor Group first reported a position in LSAF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q2 2025. 23 funds tracked by Wall St. Rank hold LSAF as of Q1 2026.

Great Valley Advisor Group held 28,466 shares of LeaderShares AlphaFactor US Core Equity ETF worth $1.31M as of Q1 2026.
Great Valley Advisor Group bought 3,235 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2026, an estimated $150K.
LeaderShares AlphaFactor US Core Equity ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #462 holding.
Great Valley Advisor Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's LeaderShares AlphaFactor US Core Equity ETF position peaked at $1.36M in Q2 2025.
23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.