Aveo Capital Partners’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,725
Closed -$458K 367
2024
Q3
$458K Sell
20,725
-17,093
-45% -$403K 0.05% 210
2024
Q2
$914K Buy
37,818
+1,232
+3% +$29.3K 0.1% 141
2024
Q1
$859K Buy
36,586
+3,913
+12% +$93.3K 0.09% 156
2023
Q4
$779K Buy
32,673
+2,239
+7% +$53.5K 0.09% 153
2023
Q3
$724K Hold
30,434
0.1% 152
2023
Q2
$717K Sell
30,434
-155
-0.5% -$3.65K 0.09% 153
2023
Q1
$722K Buy
30,589
+5,633
+23% +$138K 0.1% 147
2022
Q4
$619K Buy
24,956
+8,732
+54% +$217K 0.09% 161
2022
Q3
$399K Buy
+16,224
New +$399K 0.07% 185

Aveo Capital Partners's MSVX Position: Q4 2024 in Review

Aveo Capital Partners sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2024, closing a stake of 20,725 shares — an estimated $458K sold.

Aveo Capital Partners first reported a position in MSVX in Q3 2022 and held it in 9 quarters. The position peaked at $914K in Q2 2024. 0 funds tracked by Wall St. Rank hold MSVX as of Q4 2024.

  • Aveo Capital Partners reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 20,725 LHA Market State Alpha Seeker ETF shares in Q4 2024, an estimated $458K.
  • Aveo Capital Partners first reported a position in LHA Market State Alpha Seeker ETF in Q3 2022 and held it in 9 quarters.
  • Aveo Capital Partners's LHA Market State Alpha Seeker ETF position peaked at $914K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.