ETC
MSTB icon

Exchange Traded Concepts’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Exchange Traded Concepts’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
Q1 		– Sell
-59
Closed -$2.35K – 1693
2025
Q4 		$2.35K Sell
59
-14
-19% -$561 ﹤0.01% 1534
2025
Q3 		$2.9K Sell
73
-1,196
-94% -$45.8K ﹤0.01% 1384
2025
Q2 		$47.2K Buy
+1,269
New +$44.3K ﹤0.01% 1328

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 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
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return