Perennial Investment Advisors’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Perennial Investment Advisors’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 Q1	–	Sell	-52,642	Closed	-$2.12M	–	457
2024 Q4	$2.12M	Sell	52,642 -18,491	-26%	-$773K	0.25%	76
2024 Q3	$2.97M	Sell	71,133 -50,222	-41%	-$1.98M	0.38%	56
2024 Q2	$4.65M	Sell	121,355 -34,065	-22%	-$1.28M	0.66%	31
2024 Q1	$6.03M	Sell	155,420 -7,506	-5%	-$267K	0.92%	26
2023 Q4	$5.62M	Sell	162,926 -12,285	-7%	-$409K	0.93%	23
2023 Q3	$5.87M	Sell	175,211 -3,819	-2%	-$132K	1.06%	19
2023 Q2	$5.98M	Sell	179,030 -1,151	-0.6%	-$36.8K	1.05%	17
2023 Q1	$5.73M	Buy	+180,181	New	+$5.84M	1.07%	16

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

SWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Perennial Investment Advisors's LSAT Position: Q1 2025 in Review

Perennial Investment Advisors sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2025, closing a stake of 52,642 shares — an estimated $2.12M sold.

Perennial Investment Advisors first reported a position in LSAT in Q1 2023 and held it in 8 quarters. The position peaked at $6.03M in Q1 2024. 32 funds tracked by Wall St. Rank hold LSAT as of Q1 2025.

Perennial Investment Advisors reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2025 after selling out during the quarter.
Perennial Investment Advisors sold 52,642 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2025, an estimated $2.12M.
Perennial Investment Advisors first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2023 and held it in 8 quarters.
Perennial Investment Advisors's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $6.03M in Q1 2024.
32 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.