Morgan Stanley
MSTB icon

Morgan Stanley’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Morgan Stanley’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 		$93.8K Buy
2,450
+2,449
+244,900% +$97.4K ﹤0.01% 6187
2025
Q4 		$43 Buy
+1
New +$40 ﹤0.01% 7906

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CW
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
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
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

Morgan Stanley's MSTB Position: Q1 2026 in Review

Morgan Stanley increased its LHA Market State Tactical Beta ETF (MSTB) stake by 244,900% in Q1 2026, buying an estimated $97.4K and bringing the position to 2,450 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6187.

Morgan Stanley first reported a position in MSTB in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

  • Morgan Stanley held 2,450 shares of LHA Market State Tactical Beta ETF worth $93.8K as of Q1 2026.
  • Morgan Stanley bought 2,449 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $97.4K.
  • LHA Market State Tactical Beta ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6187 holding.
  • Morgan Stanley first reported a position in LHA Market State Tactical Beta ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.