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Coppell Advisory Solutions’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-849
Closed -$29.2K – 1281
2024
Q4 		$29.2K Hold
849
– – ﹤0.01% 746
2024
Q3 		$28.8K Hold
849
– – ﹤0.01% 728
2024
Q2 		$27.6K Buy
+849
New +$26.6K ﹤0.01% 662

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
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

Coppell Advisory Solutions's MSTB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of LHA Market State Tactical Beta ETF (MSTB) in Q1 2025, closing a stake of 849 shares — an estimated $29.2K sold.

Coppell Advisory Solutions first reported a position in MSTB in Q2 2024 and held it in 3 quarters. The position peaked at $29.2K in Q4 2024. 18 funds tracked by Wall St. Rank hold MSTB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining LHA Market State Tactical Beta ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 849 LHA Market State Tactical Beta ETF shares in Q1 2025, an estimated $29.2K.
  • Coppell Advisory Solutions first reported a position in LHA Market State Tactical Beta ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's LHA Market State Tactical Beta ETF position peaked at $29.2K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.