ACA
MSVX

Aptus Capital Advisors’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Aptus Capital Advisors’s Portfolio MSVX Stock Details MSVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-653
Closed -$15.4K – 867
2023
Q1 		$15.4K Buy
+653
New +$16K ﹤0.01% 653

Other funds holding MSVX

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

Aptus Capital Advisors's MSVX Position: Q2 2023 in Review

Aptus Capital Advisors sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q2 2023, closing a stake of 653 shares — an estimated $15.4K sold.

Aptus Capital Advisors first reported a position in MSVX in Q1 2023 and held it in 1 quarter. The position peaked at $15.4K in Q1 2023. 10 funds tracked by Wall St. Rank hold MSVX as of Q2 2023.

  • Aptus Capital Advisors reported no remaining LHA Market State Alpha Seeker ETF position as of Q2 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 653 LHA Market State Alpha Seeker ETF shares in Q2 2023, an estimated $15.4K.
  • Aptus Capital Advisors first reported a position in LHA Market State Alpha Seeker ETF in Q1 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's LHA Market State Alpha Seeker ETF position peaked at $15.4K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q2 2023.

Based on Aptus Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.