Sigma Planning Corp
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
Q2 		$6.77M Sell
157,934
-141
-0.1% -$5.92K 0.17% 120
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

Brookstone Capital Management
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
CreativeOne Wealth
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Planning Corp's MSTB Position: Q2 2026 in Review

Sigma Planning Corp reduced its LHA Market State Tactical Beta ETF (MSTB) stake by 0.09% in Q2 2026, selling an estimated $5.92K and leaving 157,934 shares worth $6.77M. The position accounts for 0.17% of the portfolio, ranked #120.

Sigma Planning Corp first reported a position in MSTB in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

  • Sigma Planning Corp held 157,934 shares of LHA Market State Tactical Beta ETF worth $6.77M as of Q2 2026.
  • Sigma Planning Corp sold 141 LHA Market State Tactical Beta ETF shares in Q2 2026, an estimated $5.92K.
  • LHA Market State Tactical Beta ETF made up 0.17% of Sigma Planning Corp's portfolio in Q2 2026, its #120 holding.
  • Sigma Planning Corp first reported a position in LHA Market State Tactical Beta ETF in Q4 2024 and has held it in 7 quarters since.
  • 27 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.