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StoneX Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

StoneX Group’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
2024
Q4 		– Sell
-10,130
Closed -$419K – 895
2024
Q3 		$419K Buy
10,130
+311
+3% +$12.1K 0.19% 154
2024
Q2 		$371K Buy
+9,819
New +$370K 0.17% 166
2023
Q1 		– Sell
-10,316
Closed -$310K – 595
2022
Q4 		$310K Buy
10,316
+186
+2% +$5.6K 0.05% 293
2022
Q3 		$272K Sell
10,130
-33
-0.3% -$959 0.05% 225
2022
Q2 		$281K Hold
10,163
– – 0.05% 264
2022
Q1 		$330K Hold
10,163
– – 0.03% 392
2021
Q4 		$356K Buy
+10,163
New +$345K 0.04% 363

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

StoneX Group's LSAF Position: Q4 2024 in Review

StoneX Group sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2024, closing a stake of 10,130 shares — an estimated $419K sold.

StoneX Group first reported a position in LSAF in Q4 2021 and held it in 7 quarters. The position peaked at $419K in Q3 2024. 29 funds tracked by Wall St. Rank hold LSAF as of Q4 2024.

  • StoneX Group reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 10,130 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2024, an estimated $419K.
  • StoneX Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q4 2021 and held it in 7 quarters.
  • StoneX Group's LeaderShares AlphaFactor US Core Equity ETF position peaked at $419K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.