AE Wealth Management’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

AE Wealth Management’s Portfolio MSTB Stock Details MSTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.1K	Buy	+1,144	New	+$48K	﹤0.01%	2097

Other funds holding MSTB

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

AE Wealth Management's MSTB Position: Q2 2026 in Review

AE Wealth Management opened a new position in LHA Market State Tactical Beta ETF (MSTB) in Q2 2026: 1,144 shares worth $49.1K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings.

27 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

AE Wealth Management held 1,144 shares of LHA Market State Tactical Beta ETF worth $49.1K as of Q2 2026.
LHA Market State Tactical Beta ETF was a new AE Wealth Management position in Q2 2026.
LHA Market State Tactical Beta ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2097 holding.
27 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.