Cetera Investment Advisers’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Cetera Investment Advisers’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 Q1	$16.8M	Buy	439,242 +5,499	+1%	+$219K	0.02%	764
2025 Q4	$17.3M	Buy	433,743 +23,459	+6%	+$940K	0.02%	733
2025 Q3	$16.3M	Buy	410,284 +4,456	+1%	+$171K	0.02%	726
2025 Q2	$15.1M	Buy	405,828 +36	+0%	+$1.26K	0.03%	632
2025 Q1	$13.1M	Sell	405,792 -3,586	-0.9%	-$122K	0.03%	636
2024 Q4	$13.8M	Sell	409,378 -2,385	-0.6%	-$82.2K	0.03%	562
2024 Q3	$14M	Sell	411,763 -9,437	-2%	-$313K	0.03%	551
2024 Q2	$13.7M	Buy	421,200 +5,187	+1%	+$162K	0.03%	533
2024 Q1	$13.2M	Buy	+416,013	New	+$12.5M	0.03%	559

Other funds holding MSTB

BCM

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

MAM

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers's MSTB Position: Q1 2026 in Review

Cetera Investment Advisers increased its LHA Market State Tactical Beta ETF (MSTB) stake by 1.3% in Q1 2026, buying an estimated $219K and bringing the position to 439,242 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #764.

Cetera Investment Advisers first reported a position in MSTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q4 2025. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

Cetera Investment Advisers held 439,242 shares of LHA Market State Tactical Beta ETF worth $16.8M as of Q1 2026.
Cetera Investment Advisers bought 5,499 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $219K.
LHA Market State Tactical Beta ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #764 holding.
Cetera Investment Advisers first reported a position in LHA Market State Tactical Beta ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's LHA Market State Tactical Beta ETF position peaked at $17.3M in Q4 2025.
19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.