AWM
MSVX

Axxcess Wealth Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-9,110
Closed -$217K – 947
2023
Q3 		$217K Sell
9,110
-2,903
-24% -$68.6K 0.01% 707
2023
Q2 		$283K Sell
12,013
-950
-7% -$22.4K 0.02% 463
2023
Q1 		$306K Buy
+12,963
New +$317K 0.02% 475

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Axxcess Wealth Management's MSVX Position: Q4 2023 in Review

Axxcess Wealth Management sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2023, closing a stake of 9,110 shares — an estimated $217K sold.

Axxcess Wealth Management first reported a position in MSVX in Q1 2023 and held it in 3 quarters. The position peaked at $306K in Q1 2023. 13 funds tracked by Wall St. Rank hold MSVX as of Q4 2023.

  • Axxcess Wealth Management reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,110 LHA Market State Alpha Seeker ETF shares in Q4 2023, an estimated $217K.
  • Axxcess Wealth Management first reported a position in LHA Market State Alpha Seeker ETF in Q1 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's LHA Market State Alpha Seeker ETF position peaked at $306K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.