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World Investment Advisors’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

World Investment Advisors’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
Q1 		– Sell
-28,191
Closed -$693K – 254
2022
Q4 		$693K Sell
28,191
-1,953
-6% -$49.4K 0.16% 100
2022
Q3 		$727K Sell
30,144
-1,039
-3% -$27K 0.17% 100
2022
Q2 		$843K Sell
31,183
-1,782
-5% -$48.8K 0.18% 94
2022
Q1 		$1M Buy
32,965
+1,489
+5% +$44.7K 0.21% 90
2021
Q4 		$947K Buy
31,476
+10,886
+53% +$346K 0.2% 95
2021
Q3 		$623K Buy
20,590
+5,903
+40% +$185K 0.14% 108
2021
Q2 		$450K Buy
+14,687
New +$442K 0.1% 137

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
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

World Investment Advisors's MSTB Position: Q1 2023 in Review

World Investment Advisors sold out of LHA Market State Tactical Beta ETF (MSTB) in Q1 2023, closing a stake of 28,191 shares — an estimated $693K sold.

World Investment Advisors first reported a position in MSTB in Q2 2021 and held it in 7 quarters. The position peaked at $1M in Q1 2022. 22 funds tracked by Wall St. Rank hold MSTB as of Q1 2023.

  • World Investment Advisors reported no remaining LHA Market State Tactical Beta ETF position as of Q1 2023 after selling out during the quarter.
  • World Investment Advisors sold 28,191 LHA Market State Tactical Beta ETF shares in Q1 2023, an estimated $693K.
  • World Investment Advisors first reported a position in LHA Market State Tactical Beta ETF in Q2 2021 and held it in 7 quarters.
  • World Investment Advisors's LHA Market State Tactical Beta ETF position peaked at $1M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q1 2023.

Based on World Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.