Simplicity Solutions
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Simplicity Solutions’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Simplicity Solutions’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
2023
Q3 		– Sell
-30,001
Closed -$1M – 1054
2023
Q2 		$1M Sell
30,001
-2,285
-7% -$73K 0.03% 464
2023
Q1 		$1.03M Buy
+32,286
New +$1.05M 0.03% 479

Other funds holding LSAT

Redwood Investment Management
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
Financial Designs
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
Perennial Investment Advisors
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Simplicity Solutions's LSAT Position: Q3 2023 in Review

Simplicity Solutions sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q3 2023, closing a stake of 30,001 shares — an estimated $1M sold.

Simplicity Solutions first reported a position in LSAT in Q1 2023 and held it in 2 quarters. The position peaked at $1.03M in Q1 2023. 28 funds tracked by Wall St. Rank hold LSAT as of Q3 2023.

  • Simplicity Solutions reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 30,001 LeaderShares AlphaFactor Tactical Focused ETF shares in Q3 2023, an estimated $1M.
  • Simplicity Solutions first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2023 and held it in 2 quarters.
  • Simplicity Solutions's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $1.03M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.