KWM
LSAT icon

Kiker Wealth Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Kiker Wealth Management’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
2025
Q2 		– Sell
-137
Closed -$5.49K – 723
2025
Q1 		$5.49K Buy
+137
New +$5.53K ﹤0.01% 437

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Kiker Wealth Management's LSAT Position: Q2 2025 in Review

Kiker Wealth Management sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q2 2025, closing a stake of 137 shares — an estimated $5.49K sold.

Kiker Wealth Management first reported a position in LSAT in Q1 2025 and held it in 1 quarter. The position peaked at $5.49K in Q1 2025. 29 funds tracked by Wall St. Rank hold LSAT as of Q2 2025.

  • Kiker Wealth Management reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 137 LeaderShares AlphaFactor Tactical Focused ETF shares in Q2 2025, an estimated $5.49K.
  • Kiker Wealth Management first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $5.49K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.