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Forefront Wealth Partners’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Forefront Wealth Partners’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 		$2.24M Buy
58,532
+12,863
+28% +$512K 0.94% 24
2025
Q4 		$1.82M Buy
45,669
+9,910
+28% +$397K 0.86% 30
2025
Q3 		$1.42M Buy
+35,759
New +$1.37M 0.36% 68

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B 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 $636M 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Forefront Wealth Partners's MSTB Position: Q1 2026 in Review

Forefront Wealth Partners increased its LHA Market State Tactical Beta ETF (MSTB) stake by 28% in Q1 2026, buying an estimated $512K and bringing the position to 58,532 shares worth $2.24M. The position accounts for 0.94% of the portfolio, ranked #24.

Forefront Wealth Partners first reported a position in MSTB in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

  • Forefront Wealth Partners held 58,532 shares of LHA Market State Tactical Beta ETF worth $2.24M as of Q1 2026.
  • Forefront Wealth Partners bought 12,863 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $512K.
  • LHA Market State Tactical Beta ETF made up 0.94% of Forefront Wealth Partners's portfolio in Q1 2026, its #24 holding.
  • Forefront Wealth Partners first reported a position in LHA Market State Tactical Beta ETF in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.