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MSTB ETF SER SOLUTIONS

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LHA MKT ST TACTL (fund)

19 managers (19 13F filers) reported a position in MSTB shares at 2025-03-31, 3,165,805 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
19
13F filers
19
New
2
Added
3
Reduced
12
Sold out
1
Shares held by filers
3,165,805

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management976,192$31.5M0.45%-53,19313F-HRTimelineGroup
AlphaStar Capital Management, LLC722,436$23.3M2.35%+7,00613F-HRTimeline
Cetera Investment Advisers405,792$13.1M0.03%-3,58613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC338,313$10.9M0.33%-60,22513F-HRTimelineGroup
Sigma Planning Corp155,963$5.04M0.16%+42413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC142,047$4.59M0.98%-2,49913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,935$3.23M<0.01%-10,68713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,494$2.96M0.01%-1,55013F-HRTimeline
RFG Advisory, LLC87,269$2.82M0.08%-12,82713F-HRTimeline
Palumbo Wealth Management LLC54,325$1.76M0.59%-2413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,742$1.28M<0.01%-14,45913F-HRTimelineGroup
Mutual Advisors, LLC22,830$773K0.02%+9013F-HRTimeline
Indiana Trust & Investment Management Co10,000$323K0.12%013F-HRTimeline
AlphaCore Capital LLC9,050$292K0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,442$240K<0.01%-9,75213F-HRTimeline
UBS Group AGin group UBS Group AG2,586$83.6K<0.01%-2,14013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV364$11.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC25$808<0.01%-613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.