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

Cornerstone 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
2022
Q2 		– Sell
-350,741
Closed -$10.6M – 142
2022
Q1 		$10.6M Sell
350,741
-56,738
-14% -$1.7M 1.95% 10
2021
Q4 		$13.1M Buy
+407,479
New +$13M 2.25% 7

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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

Cornerstone Wealth Group's MSTB Position: Q2 2022 in Review

Cornerstone Wealth Group sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2022, closing a stake of 350,741 shares — an estimated $10.6M sold.

Cornerstone Wealth Group first reported a position in MSTB in Q4 2021 and held it in 2 quarters. The position peaked at $13.1M in Q4 2021. 19 funds tracked by Wall St. Rank hold MSTB as of Q2 2022.

  • Cornerstone Wealth Group reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Wealth Group sold 350,741 LHA Market State Tactical Beta ETF shares in Q2 2022, an estimated $10.6M.
  • Cornerstone Wealth Group first reported a position in LHA Market State Tactical Beta ETF in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Group's LHA Market State Tactical Beta ETF position peaked at $13.1M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2022.

Based on Cornerstone Wealth Group's 13F filing for Q2 2022, filed 20 Jul 2022.