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

Palumbo 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
2026
Q1 		$1.76M Sell
46,077
-620
-1% -$24.7K 0.43% 47
2025
Q4 		$1.86M Buy
+46,697
New +$1.87M 0.46% 45
2025
Q3 		– Sell
-52,215
Closed -$1.94M – 209
2025
Q2 		$1.94M Sell
52,215
-2,110
-4% -$73.6K 0.6% 43
2025
Q1 		$1.76M Sell
54,325
-24
-0% -$814 0.59% 47
2024
Q4 		$1.84M Sell
54,349
-893
-2% -$30.8K 0.69% 37
2024
Q3 		$1.88M Sell
55,242
-1,778
-3% -$58.9K 0.73% 39
2024
Q2 		$1.85M Sell
57,020
-16,884
-23% -$528K 0.78% 36
2024
Q1 		$2.34M Sell
73,904
-7,042
-9% -$212K 1.05% 24
2023
Q4 		$2.32M Sell
80,946
-19,214
-19% -$519K 1.19% 20
2023
Q3 		$2.62M Sell
100,160
-200,364
-67% -$5.46M 1.44% 16
2023
Q2 		$8.2M Sell
300,524
-14,253
-5% -$373K 5.01% 7
2023
Q1 		$8.15M Buy
314,777
+12,714
+4% +$324K 5.42% 5
2022
Q4 		$7.43M Sell
302,063
-18,273
-6% -$462K 5.91% 4
2022
Q3 		$7.73M Buy
320,336
+6,445
+2% +$167K 6.54% 3
2022
Q2 		$7.83M Buy
313,891
+16,862
+6% +$462K 6.22% 5
2022
Q1 		$9.01M Buy
297,029
+17,591
+6% +$528K 5.79% 5
2021
Q4 		$9.01M Buy
279,438
+242,725
+661% +$7.73M 5.64% 6
2021
Q3 		$1.11M Buy
36,713
+5,271
+17% +$165K 0.73% 20
2021
Q2 		$964K Buy
31,442
+6,860
+28% +$206K 0.65% 35
2021
Q1 		$706K Buy
24,582
+10,967
+81% +$308K 0.53% 48
2020
Q4 		$368K Buy
+13,615
New +$356K 0.3% 63

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Palumbo Wealth Management's MSTB Position: Q1 2026 in Review

Palumbo Wealth Management reduced its LHA Market State Tactical Beta ETF (MSTB) stake by 1.3% in Q1 2026, selling an estimated $24.7K and leaving 46,077 shares worth $1.76M. The position accounts for 0.43% of the portfolio, ranked #47.

Palumbo Wealth Management first reported a position in MSTB in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.01M in Q1 2022. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

  • Palumbo Wealth Management held 46,077 shares of LHA Market State Tactical Beta ETF worth $1.76M as of Q1 2026.
  • Palumbo Wealth Management sold 620 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $24.7K.
  • LHA Market State Tactical Beta ETF made up 0.43% of Palumbo Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Palumbo Wealth Management first reported a position in LHA Market State Tactical Beta ETF in Q4 2020 and has held it in 21 quarters since.
  • Palumbo Wealth Management's LHA Market State Tactical Beta ETF position peaked at $9.01M in Q1 2022.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.