Yardley Wealth Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Yardley Wealth Management’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	-5,211	Closed	-$216K	–	37
2025 Q3	$216K	Hold	5,211	–	–	0.12%	36
2025 Q2	$206K	Sell	5,211 -913	-15%	-$35.5K	0.11%	41
2025 Q1	$246K	Sell	6,124 -297	-5%	-$12K	0.14%	40
2024 Q4	$258K	Hold	6,421	–	–	0.13%	41
2024 Q3	$268K	Buy	+6,421	New	+$254K	0.16%	39

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

Yardley Wealth Management's LSAT Position: Q4 2025 in Review

Yardley Wealth Management sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q4 2025, closing a stake of 5,211 shares — an estimated $216K sold.

Yardley Wealth Management first reported a position in LSAT in Q3 2024 and held it in 5 quarters. The position peaked at $268K in Q3 2024. 25 funds tracked by Wall St. Rank hold LSAT as of Q4 2025.

Yardley Wealth Management reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q4 2025 after selling out during the quarter.
Yardley Wealth Management sold 5,211 LeaderShares AlphaFactor Tactical Focused ETF shares in Q4 2025, an estimated $216K.
Yardley Wealth Management first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2024 and held it in 5 quarters.
Yardley Wealth Management's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $268K in Q3 2024.
25 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q4 2025.

Based on Yardley Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.