Yardley Wealth Management
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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

Redwood Investment Management
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 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.