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

Spire Wealth Management’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 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

Other funds holding LSAT

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

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. 21 funds tracked by Wall St. Rank hold 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.
21 funds 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.