Ladenburg Thalmann Financial Services’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$925K	Sell	34,341 -1,206	-3%	-$31.2K	0.01%	1335
2019 Q3	$886K	Sell	35,547 -145	-0.4%	-$3.59K	0.01%	1328
2019 Q2	$882K	Buy	35,692 +6,113	+21%	+$148K	0.01%	1312
2019 Q1	$705K	Buy	+29,579	New	+$688K	0.01%	1431

Other funds holding LSAF

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LSAF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 3.4% in Q4 2019, selling an estimated $31.2K and leaving 34,341 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #1335.

Ladenburg Thalmann Financial Services first reported a position in LSAF in Q1 2019 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold LSAF as of Q4 2019.

Ladenburg Thalmann Financial Services held 34,341 shares of LeaderShares AlphaFactor US Core Equity ETF worth $925K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,206 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2019, an estimated $31.2K.
LeaderShares AlphaFactor US Core Equity ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1335 holding.
Ladenburg Thalmann Financial Services first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2019 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.