VestGen Advisors
LSAF icon

VestGen Advisors’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

VestGen Advisors’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
2026
Q3 		$520K Sell
9,761
-401
-4% -$21.9K 0.02% 594
2026
Q2 		$526K Buy
10,162
+54
+0.5% +$2.67K 0.02% 656
2026
Q1 		$490K Buy
10,108
+3,170
+46% +$147K 0.01% 668
2025
Q4 		$313K Buy
+6,938
New +$310K 0.01% 588

Other funds holding LSAF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
SIMA Wealth Partners
SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

VestGen Advisors's LSAF Position: Q3 2026 in Review

VestGen Advisors reduced its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 3.9% in Q3 2026, selling an estimated $21.9K and leaving 9,761 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #594.

VestGen Advisors first reported a position in LSAF in Q4 2025 and has held it in 4 quarters since. The position peaked at $526K in Q2 2026. 7 funds tracked by Wall St. Rank hold LSAF as of Q3 2026.

  • VestGen Advisors held 9,761 shares of LeaderShares AlphaFactor US Core Equity ETF worth $520K as of Q3 2026.
  • VestGen Advisors sold 401 LeaderShares AlphaFactor US Core Equity ETF shares in Q3 2026, an estimated $21.9K.
  • LeaderShares AlphaFactor US Core Equity ETF made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #594 holding.
  • VestGen Advisors first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • VestGen Advisors's LeaderShares AlphaFactor US Core Equity ETF position peaked at $526K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.