Capital Wealth Planning
MSTB icon

Capital Wealth Planning’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Capital Wealth Planning’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
2021
Q2 		– Sell
-14,992
Closed -$430K – 136
2021
Q1 		$430K Buy
+14,992
New +$421K 0.01% 73

Other funds holding MSTB

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Carroll Financial Associates
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Fulcrum Equity Management
Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
New World Advisors
New World Advisors Hingham, Massachusetts $588M AUM 26.62% 1-Year Est. Return

Capital Wealth Planning's MSTB Position: Q2 2021 in Review

Capital Wealth Planning sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2021, closing a stake of 14,992 shares — an estimated $430K sold.

Capital Wealth Planning first reported a position in MSTB in Q1 2021 and held it in 1 quarter. The position peaked at $430K in Q1 2021. 16 funds tracked by Wall St. Rank hold MSTB as of Q2 2021.

  • Capital Wealth Planning reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 14,992 LHA Market State Tactical Beta ETF shares in Q2 2021, an estimated $430K.
  • Capital Wealth Planning first reported a position in LHA Market State Tactical Beta ETF in Q1 2021 and held it in 1 quarter.
  • Capital Wealth Planning's LHA Market State Tactical Beta ETF position peaked at $430K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2021.

Based on Capital Wealth Planning's 13F filing for Q2 2021, filed 3 Aug 2021.