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Plante Moran Financial Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Plante Moran Financial 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
Q2 		$69.5K Buy
+1,622
New +$68.1K ﹤0.01% 300

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 $110B AUM 26.29% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Plante Moran Financial Advisors's MSTB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in LHA Market State Tactical Beta ETF (MSTB) in Q2 2026: 1,622 shares worth $69.5K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings.

27 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

  • Plante Moran Financial Advisors held 1,622 shares of LHA Market State Tactical Beta ETF worth $69.5K as of Q2 2026.
  • LHA Market State Tactical Beta ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • LHA Market State Tactical Beta ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #300 holding.
  • 27 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.