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

HighTower 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
2026 Q1	$2.07M	Sell	53,957 -3,901	-7%	-$155K	﹤0.01%	1693
2025 Q4	$2.31M	Buy	+57,858	New	+$2.32M	﹤0.01%	1590
2023 Q2	–	Sell	-201,526	Closed	-$5.21M	–	3591
2023 Q1	$5.21M	Sell	201,526 -5,691	-3%	-$145K	0.01%	839
2022 Q4	$5.1M	Sell	207,217 -290,978	-58%	-$7.36M	0.01%	846
2022 Q3	$12M	Buy	498,195 +7,228	+1%	+$188K	0.03%	498
2022 Q2	$12.2M	Buy	490,967 +37,715	+8%	+$1.03M	0.03%	501
2022 Q1	$13.8M	Buy	453,252 +19,766	+5%	+$594K	0.03%	508
2021 Q4	$14M	Buy	433,486 +10,038	+2%	+$320K	0.03%	488
2021 Q3	$12.8M	Buy	423,448 +337,561	+393%	+$10.6M	0.03%	447
2021 Q2	$2.64M	Buy	85,887 +3,197	+4%	+$96.2K	0.01%	1082
2021 Q1	$2.37M	Buy	82,690 +53,149	+180%	+$1.49M	0.01%	1044
2020 Q4	$799K	Buy	+29,541	New	+$771K	﹤0.01%	1383

Other funds holding MSTB

BCM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors's MSTB Position: Q1 2026 in Review

HighTower Advisors reduced its LHA Market State Tactical Beta ETF (MSTB) stake by 6.7% in Q1 2026, selling an estimated $155K and leaving 53,957 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

HighTower Advisors first reported a position in MSTB in Q4 2020 and has held it in 12 quarters since. The position peaked at $14M in Q4 2021. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

HighTower Advisors held 53,957 shares of LHA Market State Tactical Beta ETF worth $2.07M as of Q1 2026.
HighTower Advisors sold 3,901 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $155K.
LHA Market State Tactical Beta ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1693 holding.
HighTower Advisors first reported a position in LHA Market State Tactical Beta ETF in Q4 2020 and has held it in 12 quarters since.
HighTower Advisors's LHA Market State Tactical Beta ETF position peaked at $14M in Q4 2021.
19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.