Wealthspire Advisors (New York)’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-2,845	Closed	-$118K	–	2092
2025 Q3	$118K	Buy	+2,845	New	+$116K	﹤0.01%	965

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GVAG

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2025, closing a stake of 2,845 shares — an estimated $118K sold.

Wealthspire Advisors (New York) first reported a position in LSAT in Q3 2025 and held it in 1 quarter. The position peaked at $118K in Q3 2025. 25 funds tracked by Wall St. Rank hold LSAT as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,845 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2025, an estimated $118K.
Wealthspire Advisors (New York) first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s LeaderShares AlphaFactor Tactical Focused ETF position peaked at $118K in Q3 2025.
25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2025.

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