Spire Wealth Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.3K Sell
656
-5,872
-90% -$249K ﹤0.01% 1322
2026
Q1
$257K Sell
6,528
-25,711
-80% -$1.01M 0.01% 707
2025
Q4
$1.25M Sell
32,239
-48,565
-60% -$1.95M 0.04% 351
2025
Q3
$3.34M Sell
80,804
-7,754
-9% -$317K 0.11% 154
2025
Q2
$3.4M Sell
88,558
-46,720
-35% -$1.82M 0.12% 145
2025
Q1
$5.42M Sell
135,278
-2,458
-2% -$99.2K 0.17% 112
2024
Q4
$5.54M Sell
137,736
-6,001
-4% -$251K 0.17% 120
2024
Q3
$6M Sell
143,737
-2,448
-2% -$96.7K 0.2% 104
2024
Q2
$5.6M Sell
146,185
-1,476
-1% -$55.6K 0.2% 106
2024
Q1
$5.73M Sell
147,661
-2,503
-2% -$89.2K 0.1% 140
2023
Q4
$5.15M Buy
+150,164
New +$4.99M 0.17% 134

Spire Wealth Management's LSAT Position: Q2 2026 in Review

Spire Wealth Management reduced its LeaderShares AlphaFactor Tactical Focused ETF (LSAT) stake by 90% in Q2 2026, selling an estimated $249K and leaving 656 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Spire Wealth Management first reported a position in LSAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6M in Q3 2024. 1 fund tracked by Wall St. Rank holds LSAT as of Q2 2026.

  • Spire Wealth Management held 656 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $29.3K as of Q2 2026.
  • Spire Wealth Management sold 5,872 LeaderShares AlphaFactor Tactical Focused ETF shares in Q2 2026, an estimated $249K.
  • LeaderShares AlphaFactor Tactical Focused ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1322 holding.
  • Spire Wealth Management first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2023 and has held it in 11 quarters since.
  • Spire Wealth Management's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $6M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.