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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
2023
Q1 		– Sell
-10,962
Closed -$339K – 596
2022
Q4 		$339K Sell
10,962
-51
-0.5% -$1.63K 0.05% 273
2022
Q3 		$355K Buy
11,013
+152
+1% +$4.8K 0.07% 195
2022
Q2 		$321K Hold
10,861
– – 0.05% 239
2022
Q1 		$375K Hold
10,861
– – 0.04% 369
2021
Q4 		$387K Buy
+10,861
New +$388K 0.04% 347

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

StoneX Group's LSAT Position: Q1 2023 in Review

StoneX Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2023, closing a stake of 10,962 shares — an estimated $339K sold.

StoneX Group first reported a position in LSAT in Q4 2021 and held it in 5 quarters. The position peaked at $387K in Q4 2021. 29 funds tracked by Wall St. Rank hold LSAT as of Q1 2023.

  • StoneX Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2023 after selling out during the quarter.
  • StoneX Group sold 10,962 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2023, an estimated $339K.
  • StoneX Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2021 and held it in 5 quarters.
  • StoneX Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $387K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.