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

Bison Wealth’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	–	Sell	-5,538	Closed	-$143K	–	380
2022 Q1	$143K	Buy	+5,538	New	+$141K	0.07%	220

Other funds holding MSVX

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

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

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

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

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Bison Wealth's MSVX Position: Q2 2022 in Review

Bison Wealth sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q2 2022, closing a stake of 5,538 shares — an estimated $143K sold.

Bison Wealth first reported a position in MSVX in Q1 2022 and held it in 1 quarter. The position peaked at $143K in Q1 2022. 9 funds tracked by Wall St. Rank hold MSVX as of Q2 2022.

Bison Wealth reported no remaining LHA Market State Alpha Seeker ETF position as of Q2 2022 after selling out during the quarter.
Bison Wealth sold 5,538 LHA Market State Alpha Seeker ETF shares in Q2 2022, an estimated $143K.
Bison Wealth first reported a position in LHA Market State Alpha Seeker ETF in Q1 2022 and held it in 1 quarter.
Bison Wealth's LHA Market State Alpha Seeker ETF position peaked at $143K in Q1 2022.
9 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q2 2022.

Based on Bison Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.