AWM
MSTB icon

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

Avaii 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
2022
Q4 		– Sell
-10,235
Closed -$247K – 130
2022
Q3 		$247K Sell
10,235
-3,309
-24% -$86K 0.26% 92
2022
Q2 		$338K Sell
13,544
-437
-3% -$12K 0.36% 63
2022
Q1 		$424K Buy
+13,981
New +$420K 0.39% 48

Other funds holding MSTB

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Avaii Wealth Management's MSTB Position: Q4 2022 in Review

Avaii Wealth Management sold out of LHA Market State Tactical Beta ETF (MSTB) in Q4 2022, closing a stake of 10,235 shares — an estimated $247K sold.

Avaii Wealth Management first reported a position in MSTB in Q1 2022 and held it in 3 quarters. The position peaked at $424K in Q1 2022. 25 funds tracked by Wall St. Rank hold MSTB as of Q4 2022.

  • Avaii Wealth Management reported no remaining LHA Market State Tactical Beta ETF position as of Q4 2022 after selling out during the quarter.
  • Avaii Wealth Management sold 10,235 LHA Market State Tactical Beta ETF shares in Q4 2022, an estimated $247K.
  • Avaii Wealth Management first reported a position in LHA Market State Tactical Beta ETF in Q1 2022 and held it in 3 quarters.
  • Avaii Wealth Management's LHA Market State Tactical Beta ETF position peaked at $424K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q4 2022.

Based on Avaii Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.