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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
Q2 		$43 Hold
1
– – ﹤0.01% 5036
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors's MSTB Position: Q2 2026 in Review

IFP Advisors held its LHA Market State Tactical Beta ETF (MSTB) position steady in Q2 2026 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #5036.

IFP Advisors first reported a position in MSTB in Q1 2022 and has held it in 7 quarters since. The position peaked at $441K in Q4 2022. 7 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

  • IFP Advisors held 1 share of LHA Market State Tactical Beta ETF worth $43 as of Q2 2026.
  • IFP Advisors left its LHA Market State Tactical Beta ETF share count unchanged in Q2 2026.
  • LHA Market State Tactical Beta ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5036 holding.
  • IFP Advisors first reported a position in LHA Market State Tactical Beta ETF in Q1 2022 and has held it in 7 quarters since.
  • 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 Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.