SIMA Wealth Partners’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

SIMA Wealth Partners’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
2026 Q3	$9.14K	Buy	+208	New	+$9.6K	0.01%	121

Other funds holding LSAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return

SIMA Wealth Partners's LSAT Position: Q3 2026 in Review

SIMA Wealth Partners opened a new position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q3 2026: 208 shares worth $9.14K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

10 funds tracked by Wall St. Rank hold LSAT as of Q3 2026.

SIMA Wealth Partners held 208 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $9.14K as of Q3 2026.
LeaderShares AlphaFactor Tactical Focused ETF was a new SIMA Wealth Partners position in Q3 2026.
LeaderShares AlphaFactor Tactical Focused ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q3 2026, its #121 holding.
10 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q3 2026.

Based on SIMA Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.