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 Q2	$1.5M	Buy	28,977 +511	+2%	+$25.3K	0.02%	469
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 $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

PAG

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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Great Valley Advisor Group's LSAF Position: Q2 2026 in Review

Great Valley Advisor Group increased its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 1.8% in Q2 2026, buying an estimated $25.3K and bringing the position to 28,977 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #469.

Great Valley Advisor Group first reported a position in LSAF in Q2 2024 and has held it in 9 quarters since. 24 funds tracked by Wall St. Rank hold LSAF as of Q2 2026.

Great Valley Advisor Group held 28,977 shares of LeaderShares AlphaFactor US Core Equity ETF worth $1.5M as of Q2 2026.
Great Valley Advisor Group bought 511 LeaderShares AlphaFactor US Core Equity ETF shares in Q2 2026, an estimated $25.3K.
LeaderShares AlphaFactor US Core Equity ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #469 holding.
Great Valley Advisor Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.