Principal Financial Group
LSAF icon

Principal Financial Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Principal Financial Group’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
2022
Q1 		– Sell
-10,079
Closed -$353K – 2580
2021
Q4 		$353K Sell
10,079
-29
-0.3% -$985 ﹤0.01% 2208
2021
Q3 		$325K Buy
+10,108
New +$336K ﹤0.01% 2282

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Avantax Advisory Services
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ford Financial Group
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Good Life Advisors
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Principal Financial Group's LSAF Position: Q1 2022 in Review

Principal Financial Group sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q1 2022, closing a stake of 10,079 shares — an estimated $353K sold.

Principal Financial Group first reported a position in LSAF in Q3 2021 and held it in 2 quarters. The position peaked at $353K in Q4 2021. 22 funds tracked by Wall St. Rank hold LSAF as of Q1 2022.

  • Principal Financial Group reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 10,079 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2022, an estimated $353K.
  • Principal Financial Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2021 and held it in 2 quarters.
  • Principal Financial Group's LeaderShares AlphaFactor US Core Equity ETF position peaked at $353K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2022.

Based on Principal Financial Group's 13F filing for Q1 2022, filed 9 May 2022.