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 Q2	$845K	Buy	18,894 +560	+3%	+$23.8K	0.01%	585
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 $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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $4.7B AUM 25.67% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 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 LSAT Position: Q2 2026 in Review

Great Valley Advisor Group increased its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) stake by 3.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 18,894 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #585.

Great Valley Advisor Group first reported a position in LSAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2024. 20 funds tracked by Wall St. Rank hold LSAT as of Q2 2026.

Great Valley Advisor Group held 18,894 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $845K as of Q2 2026.
Great Valley Advisor Group bought 560 LeaderShares AlphaFactor Tactical Focused ETF shares in Q2 2026, an estimated $23.8K.
LeaderShares AlphaFactor Tactical Focused ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #585 holding.
Great Valley Advisor Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q2 2024 and has held it in 9 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 Q2 2026.

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