Plante Moran Financial Advisors, LLC MSTB β€” LHA MARKET STATE TACTICAL BETA ETF

Ownership history in Plante Moran Financial Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Plante Moran Financial Advisors, LLC reported LHA MARKET STATE TACTICAL BETA ETF (MSTB) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows MSTB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plante Moran Financial Advisors, LLC's position in LHA MARKET STATE TACTICAL BETA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSTB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Plante Moran Financial Advisors, LLC held MSTB β€” position size vs. price
% of Fund (quarterly)    MSTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 1,622 β€” β€” 0.00% $70K 2026-08-06 $44.00

FAQ About Plante Moran Financial Advisors, LLC and MSTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plante Moran Financial Advisors, LLC reported owning MSTB?

Plante Moran Financial Advisors, LLC reported MSTB across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported MSTB position in Plante Moran Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for MSTB was 0.00% in 2026 Q2.

What is the latest reported MSTB position on this page?

The most recent filing on this page is 2026 Q2, when Plante Moran Financial Advisors, LLC reported 1,622 shares, equal to 0.00% of portfolio, with an estimated market value of $70K.

What does the chart on this MSTB ownership page compare?

The chart compares Plante Moran Financial Advisors, LLC's quarterly MSTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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