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Cetera Advisor Networks’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$13.2M Buy
416,013
+826
+0.2% +$24.9K 0.07% 304
2023
Q4 		$11.9M Sell
415,187
-42,002
-9% -$1.13M 0.07% 307
2023
Q3 		$12M Sell
457,189
-42,058
-8% -$1.15M 0.08% 272
2023
Q2 		$13.6M Sell
499,247
-28,984
-5% -$758K 0.09% 223
2023
Q1 		$13.7M Sell
528,231
-637,665
-55% -$16.3M 0.1% 217
2022
Q4 		$28.7M Sell
1,165,896
-145,727
-11% -$3.69M 0.23% 89
2022
Q3 		$31.6M Buy
1,311,623
+1,582
+0.1% +$41.1K 0.39% 41
2022
Q2 		$32.7M Sell
1,310,041
-56,631
-4% -$1.55M 0.42% 40
2022
Q1 		$41.5M Buy
1,366,672
+61,509
+5% +$1.85M 0.5% 30
2021
Q4 		$42.1M Buy
1,305,163
+113,363
+10% +$3.61M 0.52% 25
2021
Q3 		$36.1M Buy
1,191,800
+287,912
+32% +$9.03M 0.49% 28
2021
Q2 		$27.7M Buy
903,888
+29,190
+3% +$878K 0.39% 46
2021
Q1 		$25.1M Buy
874,698
+825,179
+1,666% +$23.2M 0.53% 33
2020
Q4 		$1.34M Buy
+49,519
New +$1.29M 0.03% 433

Other funds holding MSTB

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Cetera Advisor Networks's MSTB Position: Q1 2024 in Review

Cetera Advisor Networks increased its LHA Market State Tactical Beta ETF (MSTB) stake by 0.2% in Q1 2024, buying an estimated $24.9K and bringing the position to 416,013 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #304.

Cetera Advisor Networks first reported a position in MSTB in Q4 2020 and has held it in 14 quarters since. The position peaked at $42.1M in Q4 2021. 18 funds tracked by Wall St. Rank hold MSTB as of Q1 2024.

  • Cetera Advisor Networks held 416,013 shares of LHA Market State Tactical Beta ETF worth $13.2M as of Q1 2024.
  • Cetera Advisor Networks bought 826 LHA Market State Tactical Beta ETF shares in Q1 2024, an estimated $24.9K.
  • LHA Market State Tactical Beta ETF made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #304 holding.
  • Cetera Advisor Networks first reported a position in LHA Market State Tactical Beta ETF in Q4 2020 and has held it in 14 quarters since.
  • Cetera Advisor Networks's LHA Market State Tactical Beta ETF position peaked at $42.1M in Q4 2021.
  • 18 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.