Wealth Enhancement Advisory Services
MSTB icon

Wealth Enhancement Advisory Services’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.62M Buy
36,382
+8,100
+29% +$353K ﹤0.01% 1830
2026
Q2 		$1.23M Buy
28,282
+5,847
+26% +$245K ﹤0.01% 1926
2026
Q1 		$868K Sell
22,435
-36,381
-62% -$1.45M ﹤0.01% 1905
2025
Q4 		$2.38M Sell
58,816
-110
-0.2% -$4.41K ﹤0.01% 1418
2025
Q3 		$2.36M Sell
58,926
-142
-0.2% -$5.44K ﹤0.01% 1344
2025
Q2 		$2.22M Sell
59,068
-32,426
-35% -$1.13M ﹤0.01% 1308
2025
Q1 		$2.96M Sell
91,494
-1,550
-2% -$52.5K 0.01% 1043
2024
Q4 		$3.15M Sell
93,044
-451
-0.5% -$15.5K 0.01% 977
2024
Q3 		$3.18M Sell
93,495
-6,778
-7% -$225K 0.01% 871
2024
Q2 		$3.26M Sell
100,273
-23,123
-19% -$723K 0.01% 820
2024
Q1 		$3.9M Sell
123,396
-3,713
-3% -$112K 0.01% 730
2023
Q4 		$3.65M Sell
127,109
-52,525
-29% -$1.42M 0.01% 693
2023
Q3 		$4.7M Buy
+179,634
New +$4.9M 0.02% 596

Other funds holding MSTB

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSTB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its LHA Market State Tactical Beta ETF (MSTB) stake by 29% in Q3 2026, buying an estimated $353K and bringing the position to 36,382 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Wealth Enhancement Advisory Services first reported a position in MSTB in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.7M in Q3 2023. 7 funds tracked by Wall St. Rank hold MSTB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 36,382 shares of LHA Market State Tactical Beta ETF worth $1.62M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,100 LHA Market State Tactical Beta ETF shares in Q3 2026, an estimated $353K.
  • LHA Market State Tactical Beta ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1830 holding.
  • Wealth Enhancement Advisory Services first reported a position in LHA Market State Tactical Beta ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's LHA Market State Tactical Beta ETF position peaked at $4.7M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.