MOS
MSVX

MGO One Seven’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

MGO One Seven’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
-9,236
Closed -$223K – 1052
2024
Q2 		$223K Sell
9,236
-5,177
-36% -$123K 0.01% 874
2024
Q1 		$346K Sell
14,413
-4,015
-22% -$95.7K 0.02% 674
2023
Q4 		$439K Buy
18,428
+5,969
+48% +$143K 0.03% 578
2023
Q3 		$296K Sell
12,459
-38,921
-76% -$920K 0.02% 618
2023
Q2 		$1.21M Sell
51,380
-1,735
-3% -$40.8K 0.11% 214
2023
Q1 		$1.25M Buy
53,115
+1,089
+2% +$26.6K 0.08% 259
2022
Q4 		$1.29M Sell
52,026
-382
-0.7% -$9.51K 0.13% 190
2022
Q3 		$1.29K Buy
52,408
+11,123
+27% +$273K 0.05% 204
2022
Q2 		$1.05M Buy
41,285
+12,028
+41% +$311K 0.14% 164
2022
Q1 		$755K Buy
29,257
+80
+0.3% +$2.04K 0.08% 270
2021
Q4 		$729K Sell
29,177
-1,507
-5% -$37.7K 0.08% 285
2021
Q3 		$773K Buy
30,684
+2,238
+8% +$58K 0.1% 251
2021
Q2 		$728K Buy
28,446
+2,612
+10% +$67.4K 0.1% 252
2021
Q1 		$669K Buy
25,834
+4,966
+24% +$124K 0.11% 225
2020
Q4 		$493K Sell
20,868
-8,984
-30% -$218K 0.1% 262
2020
Q3 		$723K Sell
29,852
-2,799
-9% -$67.1K 0.17% 155
2020
Q2 		$755K Buy
+32,651
New +$795K 0.2% 133

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

MGO One Seven's MSVX Position: Q3 2024 in Review

MGO One Seven sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q3 2024, closing a stake of 9,236 shares — an estimated $223K sold.

MGO One Seven first reported a position in MSVX in Q2 2020 and held it in 17 quarters. The position peaked at $1.29M in Q4 2022. 8 funds tracked by Wall St. Rank hold MSVX as of Q3 2024.

  • MGO One Seven reported no remaining LHA Market State Alpha Seeker ETF position as of Q3 2024 after selling out during the quarter.
  • MGO One Seven sold 9,236 LHA Market State Alpha Seeker ETF shares in Q3 2024, an estimated $223K.
  • MGO One Seven first reported a position in LHA Market State Alpha Seeker ETF in Q2 2020 and held it in 17 quarters.
  • MGO One Seven's LHA Market State Alpha Seeker ETF position peaked at $1.29M in Q4 2022.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q3 2024.

Based on MGO One Seven's 13F filing for Q3 2024, filed 15 Oct 2024.