CWP
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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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
NWA
New World Advisors Hingham, Massachusetts $569M AUM 29.42% 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.