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Southland Equity Partners’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Southland Equity Partners’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
2021
Q4 		– Sell
-7,523
Closed -$228K – 179
2021
Q3 		$228K Buy
+7,523
New +$236K 0.1% 149

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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Southland Equity Partners's MSTB Position: Q4 2021 in Review

Southland Equity Partners sold out of LHA Market State Tactical Beta ETF (MSTB) in Q4 2021, closing a stake of 7,523 shares — an estimated $228K sold.

Southland Equity Partners first reported a position in MSTB in Q3 2021 and held it in 1 quarter. The position peaked at $228K in Q3 2021. 23 funds tracked by Wall St. Rank hold MSTB as of Q4 2021.

  • Southland Equity Partners reported no remaining LHA Market State Tactical Beta ETF position as of Q4 2021 after selling out during the quarter.
  • Southland Equity Partners sold 7,523 LHA Market State Tactical Beta ETF shares in Q4 2021, an estimated $228K.
  • Southland Equity Partners first reported a position in LHA Market State Tactical Beta ETF in Q3 2021 and held it in 1 quarter.
  • Southland Equity Partners's LHA Market State Tactical Beta ETF position peaked at $228K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q4 2021.

Based on Southland Equity Partners's 13F filing for Q4 2021, filed 2 Jan 2024.