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RFG Advisory’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

RFG Advisory’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
2020
Q1 		– Sell
-8,460
Closed -$228K – 386
2019
Q4 		$228K Sell
8,460
-1,242
-13% -$32.2K 0.04% 327
2019
Q3 		$242K Buy
+9,702
New +$240K 0.05% 278

Other funds holding LSAF

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

RFG Advisory's LSAF Position: Q1 2020 in Review

RFG Advisory sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q1 2020, closing a stake of 8,460 shares — an estimated $228K sold.

RFG Advisory first reported a position in LSAF in Q3 2019 and held it in 2 quarters. The position peaked at $242K in Q3 2019. 8 funds tracked by Wall St. Rank hold LSAF as of Q1 2020.

  • RFG Advisory reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q1 2020 after selling out during the quarter.
  • RFG Advisory sold 8,460 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2020, an estimated $228K.
  • RFG Advisory first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2019 and held it in 2 quarters.
  • RFG Advisory's LeaderShares AlphaFactor US Core Equity ETF position peaked at $242K in Q3 2019.
  • 8 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2020.

Based on RFG Advisory's 13F filing for Q1 2020, filed 17 Apr 2020.