MA
MSTB icon

Mutual Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Mutual Advisors’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 		$813K Hold
21,230
– – 0.02% 679
2025
Q4 		$848K Buy
21,230
+21
+0.1% +$842 0.02% 642
2025
Q3 		$854K Sell
21,209
-29
-0.1% -$1.11K 0.02% 636
2025
Q2 		$815K Sell
21,238
-1,592
-7% -$55.5K 0.02% 592
2025
Q1 		$773K Buy
22,830
+90
+0.4% +$3.05K 0.02% 547
2024
Q4 		$776K Sell
22,740
-1,305
-5% -$45K 0.02% 560
2024
Q3 		$821K Sell
24,045
-82
-0.3% -$2.72K 0.02% 551
2024
Q2 		$788K Sell
24,127
-3,580
-13% -$112K 0.02% 559
2024
Q1 		$877K Sell
27,707
-2,778
-9% -$83.6K 0.03% 514
2023
Q4 		$876K Sell
30,485
-6,277
-17% -$169K 0.03% 493
2023
Q3 		$961K Sell
36,762
-1,824
-5% -$49.7K 0.04% 434
2023
Q2 		$1.05M Buy
38,586
+2,821
+8% +$73.8K 0.04% 423
2023
Q1 		$926K Buy
35,765
+4,808
+16% +$123K 0.04% 444
2022
Q4 		$762K Buy
30,957
+4,082
+15% +$103K 0.03% 485
2022
Q3 		$648K Buy
26,875
+5,418
+25% +$141K 0.03% 494
2022
Q2 		$535K Buy
21,457
+3,321
+18% +$91K 0.04% 516
2022
Q1 		$550K Buy
18,136
+1,278
+8% +$38.4K 0.03% 547
2021
Q4 		$543K Buy
+16,858
New +$537K 0.03% 558

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

Mutual Advisors's MSTB Position: Q1 2026 in Review

Mutual Advisors held its LHA Market State Tactical Beta ETF (MSTB) position steady in Q1 2026 at 21,230 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #679.

Mutual Advisors first reported a position in MSTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q2 2023. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

  • Mutual Advisors held 21,230 shares of LHA Market State Tactical Beta ETF worth $813K as of Q1 2026.
  • Mutual Advisors left its LHA Market State Tactical Beta ETF share count unchanged in Q1 2026.
  • LHA Market State Tactical Beta ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #679 holding.
  • Mutual Advisors first reported a position in LHA Market State Tactical Beta ETF in Q4 2021 and has held it in 18 quarters since.
  • Mutual Advisors's LHA Market State Tactical Beta ETF position peaked at $1.05M in Q2 2023.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.