Fulcrum Equity Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Fulcrum Equity 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
2022 Q4	–	Sell	-17,338	Closed	-$426K	–	81
2022 Q3	$426K	Buy	17,338 +643	+4%	+$15.8K	0.36%	45
2022 Q2	$424K	Buy	+16,695	New	+$431K	0.34%	45
2021 Q4	–	Sell	-21,510	Closed	-$540K	–	212
2021 Q3	$540K	Buy	21,510 +3,716	+21%	+$96.3K	0.21%	81
2021 Q2	$455K	Buy	+17,794	New	+$459K	0.17%	106
2020 Q3	–	Sell	-10,000	Closed	-$231K	–	181
2020 Q2	$231K	Buy	+10,000	New	+$243K	0.11%	131

Other funds holding MSVX

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fulcrum Equity Management's MSVX Position: Q4 2022 in Review

Fulcrum Equity Management sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2022, closing a stake of 17,338 shares — an estimated $426K sold.

Fulcrum Equity Management first reported a position in MSVX in Q2 2020 and held it in 5 quarters. The position peaked at $540K in Q3 2021. 8 funds tracked by Wall St. Rank hold MSVX as of Q4 2022.

Fulcrum Equity Management reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2022 after selling out during the quarter.
Fulcrum Equity Management sold 17,338 LHA Market State Alpha Seeker ETF shares in Q4 2022, an estimated $426K.
Fulcrum Equity Management first reported a position in LHA Market State Alpha Seeker ETF in Q2 2020 and held it in 5 quarters.
Fulcrum Equity Management's LHA Market State Alpha Seeker ETF position peaked at $540K in Q3 2021.
8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.