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LHA Market State Tactical (MSTB)

CUSIP: 26922B105 | NYSE | 72 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Brookstone Capital Management1,181,229
0.5% of portfolio›$51.9M
Milestone Asset Management, LLC167,885
1.2% of portfolio›$7.4M
Sigma Planning Corp120,534
0.1% of portfolio›$5.3M
Wealth Enhancement Advisory Services, LLC36,382
0.0% of portfolio›$1.6M
Reyes Financial Architecture, Inc.16,454
0.4% of portfolio›$723.3K
Indiana Trust & Investment Management Co10,000
0.1% of portfolio›$439.6K
AlphaCore Capital LLC8,550
0.0% of portfolio›$375.9K
Cambridge Investment Research Advisors, Inc.6,763
0.0% of portfolio›$297.0K
Creative Financial Designs Inc1,997
0.0% of portfolio›$87.8K
CoreCap Advisors, LLC25
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Brookstone Capital Management
1,181,229$51.9M0.5%ETFMediumWheaton, IL2026-10-22
Milestone Asset Management, LLC
167,885$7.4M1.2%GrowthHighPittsburgh, PA2026-10-15
Sigma Planning Corp
120,534$5.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Enhancement Advisory Services, LLC
36,382$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Reyes Financial Architecture, Inc.
16,454$723.3K0.4%ETFVery HighSan Diego, CA2026-10-22
Indiana Trust & Investment Management Co
10,000$439.6K0.1%GrowthLowMishawaka, IN2026-10-22
AlphaCore Capital LLC
8,550$375.9K0.0%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
6,763$297.0K0.0%ETFLowFairfield, IA2026-11-02
Creative Financial Designs Inc
1,997$87.8K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
25$1.1K0.0%ETFMediumSouthfield, MI2026-10-08