UBS Group
MSTB icon

UBS Group’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

UBS Group’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 		– Sell
-178
Closed -$7.11K – 10932
2025
Q4 		$7.11K Sell
178
-461
-72% -$18.5K ﹤0.01% 8473
2025
Q3 		$25.4K Sell
639
-1,217
-66% -$46.7K ﹤0.01% 8008
2025
Q2 		$69.1K Sell
1,856
-730
-28% -$25.5K ﹤0.01% 7521
2025
Q1 		$83.6K Sell
2,586
-2,140
-45% -$72.5K ﹤0.01% 7186
2024
Q4 		$160K Buy
+4,726
New +$163K ﹤0.01% 6597
2024
Q3 		– Sell
-169
Closed -$5.49K – 9869
2024
Q2 		$5.49K Buy
+169
New +$5.29K ﹤0.01% 7986
2024
Q1 		– Sell
-1,300
Closed -$37.3K – 9779
2023
Q4 		$37.3K Sell
1,300
-1
-0.1% -$27 ﹤0.01% 6713
2023
Q3 		$34K Sell
1,301
-142
-10% -$3.87K ﹤0.01% 6527
2023
Q2 		$39.4K Sell
1,443
-173
-11% -$4.53K ﹤0.01% 6593
2023
Q1 		$41.9K Sell
1,616
-787
-33% -$20.1K ﹤0.01% 6578
2022
Q4 		$59.1K Sell
2,403
-535
-18% -$13.5K ﹤0.01% 6600
2022
Q3 		$71K Buy
+2,938
New +$76.3K ﹤0.01% 6024
2022
Q2 		– Sell
-2
Closed – – 10692
2022
Q1 		$0 Buy
+2
New +$60 ﹤0.01% 10662
2021
Q4 		– Sell
-834
Closed -$25K – 10532
2021
Q3 		$25K Buy
+834
New +$26.2K ﹤0.01% 6921

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 $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 $636M AUM 22.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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

UBS Group's MSTB Position: Q1 2026 in Review

UBS Group sold out of LHA Market State Tactical Beta ETF (MSTB) in Q1 2026, closing a stake of 178 shares — an estimated $7.11K sold.

UBS Group first reported a position in MSTB in Q3 2021 and held it in 14 quarters. The position peaked at $160K in Q4 2024. 19 funds tracked by Wall St. Rank hold MSTB as of Q1 2026.

  • UBS Group reported no remaining LHA Market State Tactical Beta ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 178 LHA Market State Tactical Beta ETF shares in Q1 2026, an estimated $7.11K.
  • UBS Group first reported a position in LHA Market State Tactical Beta ETF in Q3 2021 and held it in 14 quarters.
  • UBS Group's LHA Market State Tactical Beta ETF position peaked at $160K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.