Principal Financial Group
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Principal Financial Group’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Principal Financial Group’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
2022
Q1 		– Sell
-10,725
Closed -$382K – 2581
2021
Q4 		$382K Sell
10,725
-12
-0.1% -$429 ﹤0.01% 2190
2021
Q3 		$367K Buy
+10,737
New +$379K ﹤0.01% 2254

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
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
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 LSAT Position: Q1 2022 in Review

Principal Financial Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2022, closing a stake of 10,725 shares — an estimated $382K sold.

Principal Financial Group first reported a position in LSAT in Q3 2021 and held it in 2 quarters. The position peaked at $382K in Q4 2021. 22 funds tracked by Wall St. Rank hold LSAT as of Q1 2022.

  • Principal Financial Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 10,725 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2022, an estimated $382K.
  • Principal Financial Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2021 and held it in 2 quarters.
  • Principal Financial Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $382K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2022.

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