BRWA
MSVX

B. Riley Wealth Advisors’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

B. Riley 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
2022
Q4 		– Sell
-27,432
Closed -$674K – 1605
2022
Q3 		$674K Buy
+27,432
New +$674K 0.02% 650

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 $6.06B AUM 28.9% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's MSVX Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2022, closing a stake of 27,432 shares — an estimated $674K sold.

B. Riley Wealth Advisors first reported a position in MSVX in Q3 2022 and held it in 1 quarter. The position peaked at $674K in Q3 2022. 8 funds tracked by Wall St. Rank hold MSVX as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 27,432 LHA Market State Alpha Seeker ETF shares in Q4 2022, an estimated $674K.
  • B. Riley Wealth Advisors first reported a position in LHA Market State Alpha Seeker ETF in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's LHA Market State Alpha Seeker ETF position peaked at $674K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.