JY
MSTB icon

Jeff Yass’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-5,881
Closed -$219K – 13352
2025
Q2 		$219K Sell
5,881
-33,861
-85% -$1.18M ﹤0.01% 11026
2025
Q1 		$1.28M Sell
39,742
-14,459
-27% -$490K ﹤0.01% 6628
2024
Q4 		$1.83M Sell
54,201
-17,589
-25% -$606K ﹤0.01% 5515
2024
Q3 		$2.45M Buy
71,790
+2,387
+3% +$79.1K ﹤0.01% 4892
2024
Q2 		$2.26M Buy
69,403
+9,407
+16% +$294K ﹤0.01% 4864
2024
Q1 		$1.9M Buy
59,996
+5,705
+11% +$172K ﹤0.01% 5465
2023
Q4 		$1.56M Buy
54,291
+24,419
+82% +$659K ﹤0.01% 5909
2023
Q3 		$781K Buy
29,872
+20,457
+217% +$558K ﹤0.01% 7195
2023
Q2 		$257K Sell
9,415
-21,797
-70% -$570K ﹤0.01% 9759
2023
Q1 		$808K Sell
31,212
-29,259
-48% -$746K ﹤0.01% 7383
2022
Q4 		$1.49M Buy
+60,471
New +$1.53M ﹤0.01% 5316
2022
Q2 		– Sell
-9,154
Closed -$278K – 13569
2022
Q1 		$278K Buy
+9,154
New +$275K ﹤0.01% 10458

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Jeff Yass's MSTB Position: Q3 2025 in Review

Jeff Yass sold out of LHA Market State Tactical Beta ETF (MSTB) in Q3 2025, closing a stake of 5,881 shares — an estimated $219K sold.

Jeff Yass first reported a position in MSTB in Q1 2022 and held it in 12 quarters. The position peaked at $2.45M in Q3 2024. 18 funds tracked by Wall St. Rank hold MSTB as of Q3 2025.

  • Jeff Yass reported no remaining LHA Market State Tactical Beta ETF position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 5,881 LHA Market State Tactical Beta ETF shares in Q3 2025, an estimated $219K.
  • Jeff Yass first reported a position in LHA Market State Tactical Beta ETF in Q1 2022 and held it in 12 quarters.
  • Jeff Yass's LHA Market State Tactical Beta ETF position peaked at $2.45M in Q3 2024.
  • 18 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.