SPC
MSTB icon

Sigma Planning Corp’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Sigma Planning Corp’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 		$6.05M Buy
158,075
+12,344
+8% +$491K 0.17% 121
2025
Q4 		$5.82M Buy
145,731
+4,479
+3% +$180K 0.16% 124
2025
Q3 		$5.62M Sell
141,252
-12,498
-8% -$479K 0.16% 125
2025
Q2 		$5.72M Sell
153,750
-2,213
-1% -$77.2K 0.17% 110
2025
Q1 		$5.04M Buy
155,963
+424
+0.3% +$14.4K 0.16% 125
2024
Q4 		$5.26M Buy
+155,539
New +$5.36M 0.17% 114

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B 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 $635M AUM 22.1% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return