CWP
MSVX

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

Capital Wealth Planning’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
2020
Q4 		– Sell
-100,280
Closed -$2.43M – 121
2020
Q3 		$2.43M Buy
+100,280
New +$2.41M 0.12% 34

Other funds holding MSVX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Capital Wealth Planning's MSVX Position: Q4 2020 in Review

Capital Wealth Planning sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2020, closing a stake of 100,280 shares — an estimated $2.43M sold.

Capital Wealth Planning first reported a position in MSVX in Q3 2020 and held it in 1 quarter. The position peaked at $2.43M in Q3 2020. 6 funds tracked by Wall St. Rank hold MSVX as of Q4 2020.

  • Capital Wealth Planning reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 100,280 LHA Market State Alpha Seeker ETF shares in Q4 2020, an estimated $2.43M.
  • Capital Wealth Planning first reported a position in LHA Market State Alpha Seeker ETF in Q3 2020 and held it in 1 quarter.
  • Capital Wealth Planning's LHA Market State Alpha Seeker ETF position peaked at $2.43M in Q3 2020.
  • 6 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2020.

Based on Capital Wealth Planning's 13F filing for Q4 2020, filed 25 Jan 2021.