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Foundations Investment Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Foundations Investment Advisors’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
2024
Q1 		– Sell
-161,735
Closed -$4.78M – 732
2023
Q4 		$4.78M Sell
161,735
-6,883
-4% -$186K 0.13% 125
2023
Q3 		$4.41M Buy
+168,618
New +$4.6M 0.14% 122

Other funds holding MSTB

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Foundations Investment Advisors's MSTB Position: Q1 2024 in Review

Foundations Investment Advisors sold out of LHA Market State Tactical Beta ETF (MSTB) in Q1 2024, closing a stake of 161,735 shares — an estimated $4.78M sold.

Foundations Investment Advisors first reported a position in MSTB in Q3 2023 and held it in 2 quarters. The position peaked at $4.78M in Q4 2023. 18 funds tracked by Wall St. Rank hold MSTB as of Q1 2024.

  • Foundations Investment Advisors reported no remaining LHA Market State Tactical Beta ETF position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 161,735 LHA Market State Tactical Beta ETF shares in Q1 2024, an estimated $4.78M.
  • Foundations Investment Advisors first reported a position in LHA Market State Tactical Beta ETF in Q3 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's LHA Market State Tactical Beta ETF position peaked at $4.78M in Q4 2023.
  • 18 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.