Commonwealth Equity Services
MSTB icon

Commonwealth Equity Services’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Commonwealth Equity Services’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
2022
Q2 		– Sell
-8,740
Closed -$265K – 3751
2022
Q1 		$265K Sell
8,740
-788
-8% -$23.7K ﹤0.01% 3082
2021
Q4 		$307K Buy
9,528
+203
+2% +$6.46K ﹤0.01% 2954
2021
Q3 		$282K Buy
+9,325
New +$293K ﹤0.01% 2986

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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services's MSTB Position: Q2 2022 in Review

Commonwealth Equity Services sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2022, closing a stake of 8,740 shares — an estimated $265K sold.

Commonwealth Equity Services first reported a position in MSTB in Q3 2021 and held it in 3 quarters. The position peaked at $307K in Q4 2021. 19 funds tracked by Wall St. Rank hold MSTB as of Q2 2022.

  • Commonwealth Equity Services reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,740 LHA Market State Tactical Beta ETF shares in Q2 2022, an estimated $265K.
  • Commonwealth Equity Services first reported a position in LHA Market State Tactical Beta ETF in Q3 2021 and held it in 3 quarters.
  • Commonwealth Equity Services's LHA Market State Tactical Beta ETF position peaked at $307K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.