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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCM

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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.