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

UBS 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
2026
Q2 		– Sell
-1,425
Closed -$56.2K – 10786
2026
Q1 		$56.2K Buy
1,425
+566
+66% +$22.3K ﹤0.01% 7297
2025
Q4 		$33.4K Sell
859
-37,179
-98% -$1.49M ﹤0.01% 7462
2025
Q3 		$1.57M Buy
38,038
+1,447
+4% +$59.2K ﹤0.01% 5187
2025
Q2 		$1.45M Buy
36,591
+17,307
+90% +$674K ﹤0.01% 5125
2025
Q1 		$773K Buy
19,284
+2,740
+17% +$111K ﹤0.01% 5501
2024
Q4 		$665K Buy
16,544
+15,015
+982% +$628K ﹤0.01% 5643
2024
Q3 		$63.8K Sell
1,529
-294
-16% -$11.6K ﹤0.01% 6663
2024
Q2 		$69.8K Sell
1,823
-2,205
-55% -$83K ﹤0.01% 6431
2024
Q1 		$156K Buy
4,028
+3,455
+603% +$123K ﹤0.01% 6015
2023
Q4 		$19.8K Sell
573
-1,223
-68% -$40.7K ﹤0.01% 7109
2023
Q3 		$60.1K Buy
1,796
+1,540
+602% +$53.3K ﹤0.01% 6178
2023
Q2 		$8.54K Buy
256
+158
+161% +$5.04K ﹤0.01% 7228
2023
Q1 		$3.12K Sell
98
-43
-30% -$1.4K ﹤0.01% 8380
2022
Q4 		$4.36K Sell
141
-1,768
-93% -$56.4K ﹤0.01% 9349
2022
Q3 		$61K Buy
+1,909
New +$60.3K ﹤0.01% 6157
2022
Q2 		– Sell
-349
Closed -$12K – 10662
2022
Q1 		$12K Sell
349
-326
-48% -$11.3K ﹤0.01% 8192
2021
Q4 		$24K Buy
675
+592
+713% +$21.1K ﹤0.01% 7636
2021
Q3 		$3K Sell
83
-83
-50% -$2.93K ﹤0.01% 8818
2021
Q2 		$6K Buy
+166
New +$5.7K ﹤0.01% 8450
2021
Q1 		– Sell
-61
Closed -$2K – 9276
2020
Q4 		$2K Buy
+61
New +$1.69K ﹤0.01% 8101

Other funds holding LSAT

RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

UBS Group's LSAT Position: Q2 2026 in Review

UBS Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q2 2026, closing a stake of 1,425 shares — an estimated $56.2K sold.

UBS Group first reported a position in LSAT in Q4 2020 and held it in 20 quarters. The position peaked at $1.57M in Q3 2025. 21 funds tracked by Wall St. Rank hold LSAT as of Q2 2026.

  • UBS Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,425 LeaderShares AlphaFactor Tactical Focused ETF shares in Q2 2026, an estimated $56.2K.
  • UBS Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2020 and held it in 20 quarters.
  • UBS Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $1.57M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.