CFA
MSVX

Carroll Financial Associates’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$0 Hold
18
– – ﹤0.01% 1994
2021
Q3 		$0 Hold
18
– – ﹤0.01% 1983
2021
Q2 		$0 Hold
18
– – ﹤0.01% 1879
2021
Q1 		$0 Hold
18
– – ﹤0.01% 1795
2020
Q4 		$0 Hold
18
– – ﹤0.01% 1706
2020
Q3 		$0 Buy
+18
New +$432 ﹤0.01% 1716

Other funds holding MSVX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's MSVX Position: Q4 2021 in Review

Carroll Financial Associates held its LHA Market State Alpha Seeker ETF (MSVX) position steady in Q4 2021 at 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Carroll Financial Associates first reported a position in MSVX in Q3 2020 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold MSVX as of Q4 2021.

  • Carroll Financial Associates held 18 shares of LHA Market State Alpha Seeker ETF worth $0 as of Q4 2021.
  • Carroll Financial Associates left its LHA Market State Alpha Seeker ETF share count unchanged in Q4 2021.
  • LHA Market State Alpha Seeker ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1994 holding.
  • Carroll Financial Associates first reported a position in LHA Market State Alpha Seeker ETF in Q3 2020 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.