CIBC Private Wealth Group
MSTB icon

CIBC Private Wealth Group’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$200 Hold
5
– – ﹤0.01% 3215
2025
Q3 		$199 Buy
+5
New +$192 ﹤0.01% 2952

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
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
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

CIBC Private Wealth Group's MSTB Position: Q4 2025 in Review

CIBC Private Wealth Group held its LHA Market State Tactical Beta ETF (MSTB) position steady in Q4 2025 at 5 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

CIBC Private Wealth Group first reported a position in MSTB in Q3 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold MSTB as of Q4 2025.

  • CIBC Private Wealth Group held 5 shares of LHA Market State Tactical Beta ETF worth $200 as of Q4 2025.
  • CIBC Private Wealth Group left its LHA Market State Tactical Beta ETF share count unchanged in Q4 2025.
  • LHA Market State Tactical Beta ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3215 holding.
  • CIBC Private Wealth Group first reported a position in LHA Market State Tactical Beta ETF in Q3 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.