FIA
MSVX

Foundations Investment Advisors’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Foundations Investment Advisors’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
Q1 		– Sell
-51,919
Closed -$1.25M – 765
2023
Q4 		$1.25M Sell
51,919
-3,382
-6% -$80.8K 0.03% 277
2023
Q3 		$1.31M Buy
+55,301
New +$1.31M 0.04% 262

Other funds holding MSVX

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Foundations Investment Advisors's MSVX Position: Q1 2024 in Review

Foundations Investment Advisors sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q1 2024, closing a stake of 51,919 shares — an estimated $1.25M sold.

Foundations Investment Advisors first reported a position in MSVX in Q3 2023 and held it in 2 quarters. The position peaked at $1.31M in Q3 2023. 16 funds tracked by Wall St. Rank hold MSVX as of Q1 2024.

  • Foundations Investment Advisors reported no remaining LHA Market State Alpha Seeker ETF position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 51,919 LHA Market State Alpha Seeker ETF shares in Q1 2024, an estimated $1.25M.
  • Foundations Investment Advisors first reported a position in LHA Market State Alpha Seeker ETF in Q3 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's LHA Market State Alpha Seeker ETF position peaked at $1.31M in Q3 2023.
  • 16 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.