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LHA Market State Tactical Q (MSTQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares754,012 from 714,860
Change+39,152 (+5%)
Value$30.3M (+$1.7M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares6,594 from 6,594
Change0 (0%)
Value$265.0K (+$2.0K)
Filed 2026-11-02
Creative Financial Designs Inc
NEW
Shares1,503
Change+1,503
Value$60.3K
Filed 2026-11-04
UBS Group AG
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-10
Envestnet Asset Management Inc
N/A
Shares— from 65,172
Change-65,172 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED754,012714,860+39,152+5%$28.5M$30.3M+$1.7M2026-10-22
Cambridge Investment Research Advisors, Inc.
UNCHANGED6,5946,59400%$263.0K$265.0K+$2.0K2026-11-02
Creative Financial Designs Inc
NEW1,503—+1,503——$60.3K—2026-11-04
UBS Group AG
CLOSED0115-115-100%$4.6K$0-$4.6K2026-11-10
Envestnet Asset Management Inc
N/A—65,172-65,172-100%$2.6M———
Showing 5 of 5 institutions