StoneX Group’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

StoneX Group’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
2024 Q4	–	Sell	-10,281	Closed	-$429K	–	906
2024 Q3	$429K	Sell	10,281 -237	-2%	-$9.36K	0.03%	395
2024 Q2	$403K	Buy	10,518 +12	+0.1%	+$452	0.03%	386
2024 Q1	$408K	Sell	10,506 -2,563	-20%	-$91.3K	0.04%	357
2023 Q4	$450K	Buy	13,069 +1,746	+15%	+$58.1K	0.04%	321
2023 Q3	$379K	Sell	11,323 -1,028	-8%	-$35.6K	0.04%	345
2023 Q2	$412K	Buy	12,351 +867	+8%	+$27.7K	0.04%	326
2023 Q1	$365K	Buy	11,484 +522	+5%	+$16.9K	0.04%	357
2022 Q4	$339K	Sell	10,962 -51	-0.5%	-$1.63K	0.04%	354
2022 Q3	$355K	Buy	11,013 +152	+1%	+$4.8K	0.05%	335
2022 Q2	$321K	Hold	10,861	–	–	0.04%	397
2022 Q1	$375K	Hold	10,861	–	–	0.03%	419
2021 Q4	$387K	Buy	+10,861	New	+$388K	0.04%	347

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PAG

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

IWM

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

StoneX Group's LSAT Position: Q4 2024 in Review

StoneX Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2024, closing a stake of 10,281 shares — an estimated $429K sold.

StoneX Group first reported a position in LSAT in Q4 2021 and held it in 12 quarters. The position peaked at $450K in Q4 2023. 32 funds tracked by Wall St. Rank hold LSAT as of Q4 2024.

StoneX Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2024 after selling out during the quarter.
StoneX Group sold 10,281 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2024, an estimated $429K.
StoneX Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2021 and held it in 12 quarters.
StoneX Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $450K in Q4 2023.
32 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2024.

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