PAG
MSVX

Private Advisor Group’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Private Advisor Group’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
-9,589
Closed -$236K – 1997
2022
Q3 		$236K Sell
9,589
-12,347
-56% -$303K ﹤0.01% 1600
2022
Q2 		$557K Buy
21,936
+8,497
+63% +$219K 0.01% 1353
2022
Q1 		$347K Buy
+13,439
New +$342K ﹤0.01% 1592

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

Private Advisor Group's MSVX Position: Q4 2022 in Review

Private Advisor Group sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2022, closing a stake of 9,589 shares — an estimated $236K sold.

Private Advisor Group first reported a position in MSVX in Q1 2022 and held it in 3 quarters. The position peaked at $557K in Q2 2022. 8 funds tracked by Wall St. Rank hold MSVX as of Q4 2022.

  • Private Advisor Group reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2022 after selling out during the quarter.
  • Private Advisor Group sold 9,589 LHA Market State Alpha Seeker ETF shares in Q4 2022, an estimated $236K.
  • Private Advisor Group first reported a position in LHA Market State Alpha Seeker ETF in Q1 2022 and held it in 3 quarters.
  • Private Advisor Group's LHA Market State Alpha Seeker ETF position peaked at $557K in Q2 2022.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2022.

Based on Private Advisor Group's 13F filing for Q4 2022, filed 18 Jan 2023.