GWANC
MSVX

Guardian Wealth Advisors (North Carolina)’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023
Q2 		– Sell
-653
Closed -$15.4K – 441
2023
Q1 		$15.4K Buy
+653
New +$16K ﹤0.01% 322

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MSVX Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q2 2023, closing a stake of 653 shares — an estimated $15.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MSVX in Q1 2023 and held it in 1 quarter. The position peaked at $15.4K in Q1 2023. 10 funds tracked by Wall St. Rank hold MSVX as of Q2 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining LHA Market State Alpha Seeker ETF position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 653 LHA Market State Alpha Seeker ETF shares in Q2 2023, an estimated $15.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in LHA Market State Alpha Seeker ETF in Q1 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s LHA Market State Alpha Seeker ETF position peaked at $15.4K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.