IFP Advisors
MSTB icon

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

IFP 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
Q3 		– Sell
-1
Closed -$43 – 5348
2026
Q2 		$43 Hold
1
– – ﹤0.01% 5034
2026
Q1 		$38 Buy
+1
New +$40 ﹤0.01% 4865
2023
Q2 		– Sell
-9,938
Closed -$250K – 3526
2023
Q1 		$250K Sell
9,938
-7,589
-43% -$194K 0.01% 853
2022
Q4 		$441K Buy
17,527
+6,812
+64% +$172K 0.01% 949
2022
Q3 		$270K Hold
10,715
– – 0.01% 1249
2022
Q2 		$270K Hold
10,715
– – 0.01% 1134
2022
Q1 		$270K Buy
+10,715
New +$322K 0.01% 1134

Other funds holding MSTB

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's MSTB Position: Q3 2026 in Review

IFP Advisors sold out of LHA Market State Tactical Beta ETF (MSTB) in Q3 2026, closing a stake of 1 share — an estimated $43 sold.

IFP Advisors first reported a position in MSTB in Q1 2022 and held it in 7 quarters. The position peaked at $441K in Q4 2022. 7 funds tracked by Wall St. Rank hold MSTB as of Q3 2026.

  • IFP Advisors reported no remaining LHA Market State Tactical Beta ETF position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 1 LHA Market State Tactical Beta ETF share in Q3 2026, an estimated $43.
  • IFP Advisors first reported a position in LHA Market State Tactical Beta ETF in Q1 2022 and held it in 7 quarters.
  • IFP Advisors's LHA Market State Tactical Beta ETF position peaked at $441K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.