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Clear Point Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-26
Closed -$884 – 378
2024
Q3 		$884 Hold
26
– – ﹤0.01% 485
2024
Q2 		$843 Hold
26
– – ﹤0.01% 476
2024
Q1 		$821 Hold
26
– – ﹤0.01% 476
2023
Q4 		$746 Buy
+26
New +$702 ﹤0.01% 464

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Clear Point Advisors's MSTB Position: Q4 2024 in Review

Clear Point Advisors sold out of LHA Market State Tactical Beta ETF (MSTB) in Q4 2024, closing a stake of 26 shares — an estimated $884 sold.

Clear Point Advisors first reported a position in MSTB in Q4 2023 and held it in 4 quarters. The position peaked at $884 in Q3 2024. 17 funds tracked by Wall St. Rank hold MSTB as of Q4 2024.

  • Clear Point Advisors reported no remaining LHA Market State Tactical Beta ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 26 LHA Market State Tactical Beta ETF shares in Q4 2024, an estimated $884.
  • Clear Point Advisors first reported a position in LHA Market State Tactical Beta ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's LHA Market State Tactical Beta ETF position peaked at $884 in Q3 2024.
  • 17 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.