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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
2026
Q2 		$1.03M Buy
+437
New +$18.3K 0.08% 189
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Coppell Advisory Solutions's MSTB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in LHA Market State Tactical Beta ETF (MSTB) in Q2 2026: 437 shares worth $1.03M. The stake represents 0.08% of the portfolio and ranks #189 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in MSTB as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in MSTB in Q2 2024 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

  • Coppell Advisory Solutions held 437 shares of LHA Market State Tactical Beta ETF worth $1.03M as of Q2 2026.
  • LHA Market State Tactical Beta ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • LHA Market State Tactical Beta ETF made up 0.08% of Coppell Advisory Solutions's portfolio in Q2 2026, its #189 holding.
  • Coppell Advisory Solutions first reported a position in LHA Market State Tactical Beta ETF in Q2 2024 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.