MGO One Seven
MSTB icon

MGO One Seven’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

MGO One Seven’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
Q1 		– Sell
-16,569
Closed -$408K – 888
2022
Q4 		$408K Buy
16,569
+6,791
+69% +$172K 0.04% 463
2022
Q3 		$235K Buy
+9,778
New +$254K 0.01% 609

Other funds holding MSTB

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Palumbo Wealth Management
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

MGO One Seven's MSTB Position: Q1 2023 in Review

MGO One Seven sold out of LHA Market State Tactical Beta ETF (MSTB) in Q1 2023, closing a stake of 16,569 shares — an estimated $408K sold.

MGO One Seven first reported a position in MSTB in Q3 2022 and held it in 2 quarters. The position peaked at $408K in Q4 2022. 22 funds tracked by Wall St. Rank hold MSTB as of Q1 2023.

  • MGO One Seven reported no remaining LHA Market State Tactical Beta ETF position as of Q1 2023 after selling out during the quarter.
  • MGO One Seven sold 16,569 LHA Market State Tactical Beta ETF shares in Q1 2023, an estimated $408K.
  • MGO One Seven first reported a position in LHA Market State Tactical Beta ETF in Q3 2022 and held it in 2 quarters.
  • MGO One Seven's LHA Market State Tactical Beta ETF position peaked at $408K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2023.

Based on MGO One Seven's 13F filing for Q1 2023, filed 8 May 2023.