Wealthspire Advisors (New York)’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-2,556	Closed	-$114K	–	2091
2025 Q3	$114K	Buy	+2,556	New	+$111K	﹤0.01%	975

Other funds holding LSAF

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s LSAF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2025, closing a stake of 2,556 shares — an estimated $114K sold.

Wealthspire Advisors (New York) first reported a position in LSAF in Q3 2025 and held it in 1 quarter. The position peaked at $114K in Q3 2025. 24 funds tracked by Wall St. Rank hold LSAF as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,556 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2025, an estimated $114K.
Wealthspire Advisors (New York) first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s LeaderShares AlphaFactor US Core Equity ETF position peaked at $114K in Q3 2025.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.