FI
MSVX

FormulaFolio Investments’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-386,180
Closed -$9.13M – 834
2020
Q4 		$9.13M Buy
+386,180
New +$9.37M 0.19% 96

Other funds holding MSVX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments's MSVX Position: Q1 2021 in Review

FormulaFolio Investments sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q1 2021, closing a stake of 386,180 shares — an estimated $9.13M sold.

FormulaFolio Investments first reported a position in MSVX in Q4 2020 and held it in 1 quarter. The position peaked at $9.13M in Q4 2020. 6 funds tracked by Wall St. Rank hold MSVX as of Q1 2021.

  • FormulaFolio Investments reported no remaining LHA Market State Alpha Seeker ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 386,180 LHA Market State Alpha Seeker ETF shares in Q1 2021, an estimated $9.13M.
  • FormulaFolio Investments first reported a position in LHA Market State Alpha Seeker ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's LHA Market State Alpha Seeker ETF position peaked at $9.13M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.