Financial Management Network
MSTB icon

Financial Management Network’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Financial Management Network’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
-13,500
Closed -$339K – 134
2022
Q2 		$339K Sell
13,500
-2,175
-14% -$59.6K 0.18% 98
2022
Q1 		$479K Sell
15,675
-5,768
-27% -$173K 0.24% 73
2021
Q4 		$694K Buy
+21,443
New +$683K 0.32% 65

Other funds holding MSTB

Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Palumbo Wealth Management
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Financial Management Network's MSTB Position: Q3 2022 in Review

Financial Management Network sold out of LHA Market State Tactical Beta ETF (MSTB) in Q3 2022, closing a stake of 13,500 shares — an estimated $339K sold.

Financial Management Network first reported a position in MSTB in Q4 2021 and held it in 3 quarters. The position peaked at $694K in Q4 2021. 20 funds tracked by Wall St. Rank hold MSTB as of Q3 2022.

  • Financial Management Network reported no remaining LHA Market State Tactical Beta ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Management Network sold 13,500 LHA Market State Tactical Beta ETF shares in Q3 2022, an estimated $339K.
  • Financial Management Network first reported a position in LHA Market State Tactical Beta ETF in Q4 2021 and held it in 3 quarters.
  • Financial Management Network's LHA Market State Tactical Beta ETF position peaked at $694K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q3 2022.

Based on Financial Management Network's 13F filing for Q3 2022, filed 3 Nov 2022.