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Semmax Financial Advisors’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Semmax Financial Advisors’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
Q4 		– Sell
-193
Closed -$6K – 297
2022
Q3 		$6K Hold
193
– – ﹤0.01% 184
2022
Q2 		$6K Buy
193
+1
+0.5% +$31 ﹤0.01% 186
2022
Q1 		$6K Buy
+192
New +$6.36K ﹤0.01% 210

Other funds holding LSAF

FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Semmax Financial Advisors's LSAF Position: Q4 2022 in Review

Semmax Financial Advisors sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2022, closing a stake of 193 shares — an estimated $6K sold.

Semmax Financial Advisors first reported a position in LSAF in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 25 funds tracked by Wall St. Rank hold LSAF as of Q4 2022.

  • Semmax Financial Advisors reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Semmax Financial Advisors sold 193 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2022, an estimated $6K.
  • Semmax Financial Advisors first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2022 and held it in 3 quarters.
  • Semmax Financial Advisors's LeaderShares AlphaFactor US Core Equity ETF position peaked at $6K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.