BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026 Q1	–	Sell	-154	Closed	-$5.98K	–	2626
2025 Q4	$5.98K	Hold	154	–	–	﹤0.01%	1827
2025 Q3	$6.37K	Sell	154 -179	-54%	-$7.32K	﹤0.01%	1742
2025 Q2	$13.2K	Hold	333	–	–	﹤0.01%	1395
2025 Q1	$13.4K	Sell	333 -16	-5%	-$646	﹤0.01%	1403
2024 Q4	$14K	Hold	349	–	–	﹤0.01%	1316
2024 Q3	$14.6K	Buy	+349	New	+$13.8K	﹤0.01%	1393

Other funds holding LSAT

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s LSAT Position: Q1 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2026, closing a stake of 154 shares — an estimated $5.98K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in LSAT in Q3 2024 and held it in 6 quarters. The position peaked at $14.6K in Q3 2024. 20 funds tracked by Wall St. Rank hold LSAT as of Q1 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 154 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2026, an estimated $5.98K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q3 2024 and held it in 6 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s LeaderShares AlphaFactor Tactical Focused ETF position peaked at $14.6K in Q3 2024.
20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q1 2026, filed 30 Oct 2026.