Great Valley Advisor Group’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Great Valley Advisor Group’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	$722K	Buy	18,334 +2,752	+18%	+$109K	0.01%	578
2025 Q4	$606K	Sell	15,582 -1,139	-7%	-$45.7K	0.01%	582
2025 Q3	$692K	Sell	16,721 -2,277	-12%	-$93.2K	0.01%	559
2025 Q2	$752K	Buy	18,998 +12	+0.1%	+$467	0.02%	509
2025 Q1	$761K	Sell	18,986 -2,073	-10%	-$83.6K	0.02%	501
2024 Q4	$847K	Buy	21,059 +1,781	+9%	+$74.5K	0.02%	480
2024 Q3	$805K	Sell	19,278 -11,301	-37%	-$446K	0.02%	464
2024 Q2	$1.17M	Buy	+30,579	New	+$1.15M	0.03%	359

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

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 $21.8B AUM 28.57% 1-Year Est. Return

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

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

SWM

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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

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

Great Valley Advisor Group increased its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) stake by 18% in Q1 2026, buying an estimated $109K and bringing the position to 18,334 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #578.

Great Valley Advisor Group first reported a position in LSAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q2 2024. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

Great Valley Advisor Group held 18,334 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $722K as of Q1 2026.
Great Valley Advisor Group bought 2,752 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2026, an estimated $109K.
LeaderShares AlphaFactor Tactical Focused ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #578 holding.
Great Valley Advisor Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q2 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $1.17M in Q2 2024.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

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