Cetera Investment Advisers
MSVX

Cetera Investment Advisers’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Cetera Investment Advisers’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
2024
Q3 		– Sell
-288,634
Closed -$6.97M – 3935
2024
Q2 		$6.97M Sell
288,634
-27,357
-9% -$651K 0.02% 824
2024
Q1 		$7.58M Buy
+315,991
New +$7.54M 0.02% 778

Other funds holding MSVX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's MSVX Position: Q3 2024 in Review

Cetera Investment Advisers sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q3 2024, closing a stake of 288,634 shares — an estimated $6.97M sold.

Cetera Investment Advisers first reported a position in MSVX in Q1 2024 and held it in 2 quarters. The position peaked at $7.58M in Q1 2024. 8 funds tracked by Wall St. Rank hold MSVX as of Q3 2024.

  • Cetera Investment Advisers reported no remaining LHA Market State Alpha Seeker ETF position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 288,634 LHA Market State Alpha Seeker ETF shares in Q3 2024, an estimated $6.97M.
  • Cetera Investment Advisers first reported a position in LHA Market State Alpha Seeker ETF in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's LHA Market State Alpha Seeker ETF position peaked at $7.58M in Q1 2024.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.