SFS
MSVX

Sowell Financial Services’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Hold
0
– – – 3344
2020
Q4 		– Sell
-3,188
Closed -$77.3K – 2896
2020
Q3 		$77K Sell
3,188
-190,162
-98% -$4.56M ﹤0.01% 1069
2020
Q2 		$4.47M Buy
+193,350
New +$4.71M 0.25% 92

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BCM
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FIM
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MOS
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JWCA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return