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Wealthcare Advisory Partners’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Wealthcare Advisory Partners’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
2025
Q1 		– Sell
-5,405
Closed -$219K – 932
2024
Q4 		$219K Sell
5,405
-4,117
-43% -$174K 0.01% 824
2024
Q3 		$394K Hold
9,522
– – 0.01% 632
2024
Q2 		$360K Buy
+9,522
New +$359K 0.01% 622

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthcare Advisory Partners's LSAF Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q1 2025, closing a stake of 5,405 shares — an estimated $219K sold.

Wealthcare Advisory Partners first reported a position in LSAF in Q2 2024 and held it in 3 quarters. The position peaked at $394K in Q3 2024. 26 funds tracked by Wall St. Rank hold LSAF as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,405 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2025, an estimated $219K.
  • Wealthcare Advisory Partners first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q2 2024 and held it in 3 quarters.
  • Wealthcare Advisory Partners's LeaderShares AlphaFactor US Core Equity ETF position peaked at $394K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.