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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 		$235 Buy
+9,778
New +$254K 0.01% 609

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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.