FIM
MSVX

Freedom Investment Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Freedom Investment Management’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
-8,763
Closed -$212K – 844
2024
Q2 		$212K Buy
+8,763
New +$208K 0.02% 704
2023
Q4 		– Sell
-9,217
Closed -$219K – 795
2023
Q3 		$219K Sell
9,217
-3,839
-29% -$90.8K 0.03% 601
2023
Q2 		$308K Sell
13,056
-467
-3% -$11K 0.03% 535
2023
Q1 		$319K Sell
13,523
-5,537
-29% -$135K 0.04% 535
2022
Q4 		$473K Sell
19,060
-11,256
-37% -$280K 0.05% 448
2022
Q3 		$745K Sell
30,316
-2,009
-6% -$49.3K 0.09% 303
2022
Q2 		$821K Buy
32,325
+7,471
+30% +$193K 0.09% 298
2022
Q1 		$641K Buy
24,854
+10,533
+74% +$268K 0.06% 402
2021
Q4 		$358K Sell
14,321
-63,581
-82% -$1.59M 0.03% 623
2021
Q3 		$1.96M Buy
77,902
+55,219
+243% +$1.43M 0.15% 172
2021
Q2 		$580K Sell
22,683
-38,486
-63% -$993K 0.04% 495
2021
Q1 		$1.58M Buy
+61,169
New +$1.53M 0.12% 197

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

Freedom Investment Management's MSVX Position: Q3 2024 in Review

Freedom Investment Management sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q3 2024, closing a stake of 8,763 shares — an estimated $212K sold.

Freedom Investment Management first reported a position in MSVX in Q1 2021 and held it in 12 quarters. The position peaked at $1.96M in Q3 2021. 8 funds tracked by Wall St. Rank hold MSVX as of Q3 2024.

  • Freedom Investment Management reported no remaining LHA Market State Alpha Seeker ETF position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 8,763 LHA Market State Alpha Seeker ETF shares in Q3 2024, an estimated $212K.
  • Freedom Investment Management first reported a position in LHA Market State Alpha Seeker ETF in Q1 2021 and held it in 12 quarters.
  • Freedom Investment Management's LHA Market State Alpha Seeker ETF position peaked at $1.96M in Q3 2021.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.