Arkadios Wealth Advisors’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-3,751	Closed	-$94K	–	1847
2021 Q3	$94K	Sell	3,751 -497	-12%	-$12.9K	0.01%	707
2021 Q2	$108K	Buy	+4,248	New	+$110K	0.01%	703
2021 Q1	–	Sell	-381	Closed	-$9K	–	1760
2020 Q4	$9K	Sell	381 -4,333	-92%	-$105K	﹤0.01%	1006
2020 Q3	$114K	Buy	4,714 +372	+9%	+$8.92K	0.06%	263
2020 Q2	$101K	Buy	+4,342	New	+$106K	0.06%	256

Other funds holding MSVX

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's MSVX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2021, closing a stake of 3,751 shares — an estimated $94K sold.

Arkadios Wealth Advisors first reported a position in MSVX in Q2 2020 and held it in 5 quarters. The position peaked at $114K in Q3 2020. 9 funds tracked by Wall St. Rank hold MSVX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,751 LHA Market State Alpha Seeker ETF shares in Q4 2021, an estimated $94K.
Arkadios Wealth Advisors first reported a position in LHA Market State Alpha Seeker ETF in Q2 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's LHA Market State Alpha Seeker ETF position peaked at $114K in Q3 2020.
9 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.