BRWM
MSVX

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

B. Riley 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
2022
Q2 		$252K Buy
+9,905
New +$256K 0.03% 489

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

B. Riley Wealth Management's MSVX Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in LHA Market State Alpha Seeker ETF (MSVX) in Q2 2022: 9,905 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #489 among its holdings.

9 funds tracked by Wall St. Rank hold MSVX as of Q2 2022.

  • B. Riley Wealth Management held 9,905 shares of LHA Market State Alpha Seeker ETF worth $252K as of Q2 2022.
  • LHA Market State Alpha Seeker ETF was a new B. Riley Wealth Management position in Q2 2022.
  • LHA Market State Alpha Seeker ETF made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #489 holding.
  • 9 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.