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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

PAG

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

GIA

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

GLA

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.