Kestra Advisory Services’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,783	Closed	-$111K	–	3917
2025 Q4	$111K	Buy	+2,783	New	+$112K	﹤0.01%	3344
2023 Q4	–	Sell	-12,138	Closed	-$317K	–	2314
2023 Q3	$317K	Sell	12,138 -37,455	-76%	-$1.02M	﹤0.01%	1624
2023 Q2	$1.35M	Sell	49,593 -19,689	-28%	-$515K	0.01%	843
2023 Q1	$1.79M	Sell	69,282 -68,270	-50%	-$1.74M	0.02%	693
2022 Q4	$3.38M	Sell	137,552 -6,406	-4%	-$162K	0.03%	550
2022 Q3	$3.47M	Sell	143,958 -18,577	-11%	-$483K	0.04%	479
2022 Q2	$4.05M	Sell	162,535 -1,687	-1%	-$46.2K	0.04%	421
2022 Q1	$4.98M	Sell	164,222 -28,694	-15%	-$862K	0.05%	374
2021 Q4	$6.22M	Buy	192,916 +15,515	+9%	+$494K	0.06%	314
2021 Q3	$5.37M	Sell	177,401 -67,855	-28%	-$2.13M	0.05%	362
2021 Q2	$7.52M	Buy	245,256 +66,285	+37%	+$1.99M	0.09%	260
2021 Q1	$5.14M	Buy	+178,971	New	+$5.02M	0.07%	329

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWM

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

Kestra Advisory Services's MSTB Position: Q1 2026 in Review

Kestra Advisory Services sold out of LHA Market State Tactical Beta ETF (MSTB) in Q1 2026, closing a stake of 2,783 shares — an estimated $111K sold.

Kestra Advisory Services first reported a position in MSTB in Q1 2021 and held it in 12 quarters. The position peaked at $7.52M in Q2 2021. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

Kestra Advisory Services reported no remaining LHA Market State Tactical Beta ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,783 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $111K.
Kestra Advisory Services first reported a position in LHA Market State Tactical Beta ETF in Q1 2021 and held it in 12 quarters.
Kestra Advisory Services's LHA Market State Tactical Beta ETF position peaked at $7.52M in Q2 2021.
19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.