Pacific Capital Wealth Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Pacific Capital Wealth 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
2022 Q2	–	Sell	-35,846	Closed	-$1.09M	–	90
2022 Q1	$1.09M	Sell	35,846 -3,089	-8%	-$92.8K	0.31%	53
2021 Q4	$1.25M	Sell	38,935 -87	-0.2%	-$2.77K	0.36%	50
2021 Q3	$1.18M	Sell	39,022 -4,092	-9%	-$128K	0.38%	49
2021 Q2	$1.32M	Buy	+43,114	New	+$1.3M	0.67%	40

Other funds holding MSTB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Pacific Capital Wealth Advisors's MSTB Position: Q2 2022 in Review

Pacific Capital Wealth Advisors sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2022, closing a stake of 35,846 shares — an estimated $1.09M sold.

Pacific Capital Wealth Advisors first reported a position in MSTB in Q2 2021 and held it in 4 quarters. The position peaked at $1.32M in Q2 2021. 19 funds tracked by Wall St. Rank hold MSTB as of Q2 2022.

Pacific Capital Wealth Advisors reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 35,846 LHA Market State Tactical Beta ETF shares in Q2 2022, an estimated $1.09M.
Pacific Capital Wealth Advisors first reported a position in LHA Market State Tactical Beta ETF in Q2 2021 and held it in 4 quarters.
Pacific Capital Wealth Advisors's LHA Market State Tactical Beta ETF position peaked at $1.32M in Q2 2021.
19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.