MWM
MSTB icon

Modera Wealth Management’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Modera Wealth Management’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
2024
Q2 		– Sell
-14,263
Closed -$451K – 584
2024
Q1 		$451K Buy
+14,263
New +$429K 0.01% 405

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Modera Wealth Management's MSTB Position: Q2 2024 in Review

Modera Wealth Management sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2024, closing a stake of 14,263 shares — an estimated $451K sold.

Modera Wealth Management first reported a position in MSTB in Q1 2024 and held it in 1 quarter. The position peaked at $451K in Q1 2024. 18 funds tracked by Wall St. Rank hold MSTB as of Q2 2024.

  • Modera Wealth Management reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 14,263 LHA Market State Tactical Beta ETF shares in Q2 2024, an estimated $451K.
  • Modera Wealth Management first reported a position in LHA Market State Tactical Beta ETF in Q1 2024 and held it in 1 quarter.
  • Modera Wealth Management's LHA Market State Tactical Beta ETF position peaked at $451K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.