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

Maia Wealth’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
Q3 		– Sell
-5,119
Closed -$203K – 352
2025
Q2 		$203K Sell
5,119
-251
-5% -$9.77K 0.04% 315
2025
Q1 		$201K Buy
5,370
+2
+0% +$81 0.05% 284
2024
Q4 		$223K Sell
5,368
-85
-2% -$3.55K 0.05% 275
2024
Q3 		$225K Buy
+5,453
New +$215K 0.06% 228

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 $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Maia Wealth's LSAT Position: Q3 2025 in Review

Maia Wealth sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q3 2025, closing a stake of 5,119 shares — an estimated $203K sold.

Maia Wealth first reported a position in LSAT in Q3 2024 and held it in 4 quarters. The position peaked at $225K in Q3 2024. 24 funds tracked by Wall St. Rank hold LSAT as of Q3 2025.

  • Maia Wealth reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q3 2025 after selling out during the quarter.
  • Maia Wealth sold 5,119 LeaderShares AlphaFactor Tactical Focused ETF shares in Q3 2025, an estimated $203K.
  • Maia Wealth first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2024 and held it in 4 quarters.
  • Maia Wealth's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $225K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.