Wealthcare Advisory Partners’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Wealthcare Advisory Partners’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
2025 Q1	–	Sell	-6,276	Closed	-$252K	–	933
2024 Q4	$252K	Sell	6,276 -4,823	-43%	-$202K	0.01%	769
2024 Q3	$463K	Sell	11,099 -72	-0.6%	-$2.84K	0.01%	586
2024 Q2	$428K	Buy	+11,171	New	+$421K	0.01%	569

Other funds holding LSAT

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

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

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

Wealthcare Advisory Partners sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2025, closing a stake of 6,276 shares — an estimated $252K sold.

Wealthcare Advisory Partners first reported a position in LSAT in Q2 2024 and held it in 3 quarters. The position peaked at $463K in Q3 2024. 32 funds tracked by Wall St. Rank hold LSAT as of Q1 2025.

Wealthcare Advisory Partners reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,276 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2025, an estimated $252K.
Wealthcare Advisory Partners first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q2 2024 and held it in 3 quarters.
Wealthcare Advisory Partners's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $463K in Q3 2024.
32 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2025.

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