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Triumph Capital Management’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Triumph Capital 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
2023
Q3 		– Sell
-11,907
Closed -$325K – 240
2023
Q2 		$325K Buy
+11,907
New +$311K 0.15% 137
2022
Q1 		– Sell
-117,441
Closed -$3.79M – 228
2021
Q4 		$3.79M Buy
117,441
+14,762
+14% +$470K 1.64% 11
2021
Q3 		$3.11M Buy
102,679
+19,832
+24% +$622K 1.46% 14
2021
Q2 		$2.58M Buy
+82,847
New +$2.49M 1.51% 13

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Triumph Capital Management's MSTB Position: Q3 2023 in Review

Triumph Capital Management sold out of LHA Market State Tactical Beta ETF (MSTB) in Q3 2023, closing a stake of 11,907 shares — an estimated $325K sold.

Triumph Capital Management first reported a position in MSTB in Q2 2021 and held it in 4 quarters. The position peaked at $3.79M in Q4 2021. 17 funds tracked by Wall St. Rank hold MSTB as of Q3 2023.

  • Triumph Capital Management reported no remaining LHA Market State Tactical Beta ETF position as of Q3 2023 after selling out during the quarter.
  • Triumph Capital Management sold 11,907 LHA Market State Tactical Beta ETF shares in Q3 2023, an estimated $325K.
  • Triumph Capital Management first reported a position in LHA Market State Tactical Beta ETF in Q2 2021 and held it in 4 quarters.
  • Triumph Capital Management's LHA Market State Tactical Beta ETF position peaked at $3.79M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q3 2023.

Based on Triumph Capital Management's 13F filing for Q3 2023, filed 31 Oct 2023.