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Dynamic Advisor Solutions’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Dynamic Advisor 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
2022
Q3 		– Sell
-11,185
Closed -$279K – 727
2022
Q2 		$279K Buy
+11,185
New +$306K 0.02% 557

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BCM
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ACM
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HighTower Advisors
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CW
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PWM
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Dynamic Advisor Solutions's MSTB Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of LHA Market State Tactical Beta ETF (MSTB) in Q3 2022, closing a stake of 11,185 shares — an estimated $279K sold.

Dynamic Advisor Solutions first reported a position in MSTB in Q2 2022 and held it in 1 quarter. The position peaked at $279K in Q2 2022. 20 funds tracked by Wall St. Rank hold MSTB as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining LHA Market State Tactical Beta ETF position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,185 LHA Market State Tactical Beta ETF shares in Q3 2022, an estimated $279K.
  • Dynamic Advisor Solutions first reported a position in LHA Market State Tactical Beta ETF in Q2 2022 and held it in 1 quarter.
  • Dynamic Advisor Solutions's LHA Market State Tactical Beta ETF position peaked at $279K in Q2 2022.
  • 20 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.