Prospera Financial Services’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Prospera Financial Services’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 Q3	–	Sell	-596	Closed	-$16K	–	1279
2022 Q2	$16K	Sell	596 -1,580	-73%	-$48.3K	﹤0.01%	1253
2022 Q1	$71K	Buy	+2,176	New	+$72K	﹤0.01%	1227
2020 Q4	–	Sell	-1,390	Closed	-$35K	–	1181
2020 Q3	$35K	Sell	1,390 -10,839	-89%	-$270K	0.01%	740
2020 Q2	$287K	Sell	12,229 -2,487	-17%	-$54.6K	0.03%	454
2020 Q1	$279K	Buy	14,716 +1,657	+13%	+$40.5K	0.03%	408
2019 Q4	$352K	Buy	13,059 +264	+2%	+$6.84K	0.03%	445
2019 Q3	$319K	Buy	12,795 +2,319	+22%	+$57.4K	0.03%	416
2019 Q2	$259K	Buy	10,476 +1,976	+23%	+$47.8K	0.03%	437
2019 Q1	$209K	Buy	+8,500	New	+$198K	0.07%	296

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

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

AAS

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

FFG

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

AWS

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

IWM

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

Prospera Financial Services's LSAF Position: Q3 2022 in Review

Prospera Financial Services sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q3 2022, closing a stake of 596 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in LSAF in Q1 2019 and held it in 9 quarters. The position peaked at $352K in Q4 2019. 21 funds tracked by Wall St. Rank hold LSAF as of Q3 2022.

Prospera Financial Services reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 596 LeaderShares AlphaFactor US Core Equity ETF shares in Q3 2022, an estimated $16K.
Prospera Financial Services first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2019 and held it in 9 quarters.
Prospera Financial Services's LeaderShares AlphaFactor US Core Equity ETF position peaked at $352K in Q4 2019.
21 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.