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Uniting Wealth Partners’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Uniting Wealth 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
2026
Q2 		$7.95M Buy
185,415
+2,452
+1% +$103K 1.61% 12
2026
Q1 		$7.01M Buy
+182,963
New +$7.28M 1.49% 15

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 $110B AUM 26.29% 1-Year Est. Return
CW
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return

Uniting Wealth Partners's MSTB Position: Q2 2026 in Review

Uniting Wealth Partners increased its LHA Market State Tactical Beta ETF (MSTB) stake by 1.3% in Q2 2026, buying an estimated $103K and bringing the position to 185,415 shares worth $7.95M. The position accounts for 1.61% of the portfolio, ranked #12.

Uniting Wealth Partners first reported a position in MSTB in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

  • Uniting Wealth Partners held 185,415 shares of LHA Market State Tactical Beta ETF worth $7.95M as of Q2 2026.
  • Uniting Wealth Partners bought 2,452 LHA Market State Tactical Beta ETF shares in Q2 2026, an estimated $103K.
  • LHA Market State Tactical Beta ETF made up 1.61% of Uniting Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Uniting Wealth Partners first reported a position in LHA Market State Tactical Beta ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.