Public ownership evidence

LHA Market State Tactical Beta ETF (MSTB) Ownership Disclosures

Read MSTB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

LHA Market State Tactical Beta ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Forefront Wealth Partners, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
108,681
Value (USD)
$4,661,219
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002063364-26-000314
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MSTB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MSTB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Forefront Wealth Partners, LLC2026-06-302026-08-21108,681$4,661,219None
Mutual Advisors, LLC2026-06-302026-08-1520,631$884,837None
JANE STREET GROUP, LLC2026-06-302026-08-155,011$214,917None
OLD MISSION CAPITAL LLC2026-06-302026-08-1516,027$687,382None
GTS SECURITIES LLC2026-06-302026-08-155,496$235,718None
Coppell Advisory Solutions LLC2026-06-302026-08-15437$1,027,898None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15237$10,165None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,514$365,157None
CreativeOne Wealth, LLC2026-06-302026-08-14204,842$8,785,469None
MORGAN STANLEY2026-06-302026-08-141$55None
Palumbo Wealth Management LLC2026-06-302026-08-1345,578$1,954,795None
Cetera Investment Advisers2026-06-302026-08-13449,651$19,285,098None
Sigma Planning Corp2026-06-302026-08-08157,934$6,773,639None
Uniting Wealth Partners, LLC2026-06-302026-08-07185,415$7,952,264None
Plante Moran Financial Advisors, LLC2026-06-302026-08-071,622$69,549None
AlphaCore Capital LLC2026-06-302026-08-078,950$383,857None
HighTower Advisors, LLC2026-06-302026-08-0653,737$2,304,726None
AE Wealth Management LLC2026-06-302026-08-041,144$49,068None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04108,994$4,674,626None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-316,763$290,000None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-286,763$290,000None
Indiana Trust & Investment Management Co2026-06-302026-07-2310,000$428,890None
IFP Advisors, Inc2026-06-302026-07-211$43None
Reyes Financial Architecture, Inc.2026-06-302026-07-1812,773$547,821None
MILESTONE ASSET MANAGEMENT, LLC2026-06-302026-07-16186,273$7,989,066None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-1628,282$1,225,572None
Brookstone Capital Management2026-06-302026-07-161,194,657$51,237,653None

90-day public filing window, up to 50 source positions.

Forefront Wealth Partners, LLC ↗Mutual Advisors, LLC ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗GTS SECURITIES LLC ↗Coppell Advisory Solutions LLC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗CreativeOne Wealth, LLC ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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