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Hutchens & Kramer Investment Management Group’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Hutchens & Kramer Investment Management Group’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
2023
Q2 		– Sell
-9,015
Closed -$233K – 128
2023
Q1 		$233K Sell
9,015
-18,503
-67% -$472K 0.2% 100
2022
Q4 		$677K Sell
27,518
-7,528
-21% -$190K 0.5% 47
2022
Q3 		$857K Buy
35,046
+3,563
+11% +$92.6K 0.7% 33
2022
Q2 		$791K Buy
+31,483
New +$863K 0.58% 40

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 $1.57B AUM 20.25% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CW
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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's MSTB Position: Q2 2023 in Review

Hutchens & Kramer Investment Management Group sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2023, closing a stake of 9,015 shares — an estimated $233K sold.

Hutchens & Kramer Investment Management Group first reported a position in MSTB in Q2 2022 and held it in 4 quarters. The position peaked at $857K in Q3 2022. 17 funds tracked by Wall St. Rank hold MSTB as of Q2 2023.

  • Hutchens & Kramer Investment Management Group reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2023 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 9,015 LHA Market State Tactical Beta ETF shares in Q2 2023, an estimated $233K.
  • Hutchens & Kramer Investment Management Group first reported a position in LHA Market State Tactical Beta ETF in Q2 2022 and held it in 4 quarters.
  • Hutchens & Kramer Investment Management Group's LHA Market State Tactical Beta ETF position peaked at $857K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2023, filed 18 Jul 2023.