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
2020
Q4 		– Sell
-3,188
Closed -$77.3K – 2885
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

Other funds holding MSVX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Sowell Financial Services's MSVX Position: Q4 2020 in Review

Sowell Financial Services sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2020, closing a stake of 3,188 shares — an estimated $77.3K sold.

Sowell Financial Services first reported a position in MSVX in Q2 2020 and held it in 2 quarters. The position peaked at $4.47M in Q2 2020. 6 funds tracked by Wall St. Rank hold MSVX as of Q4 2020.

  • Sowell Financial Services reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 3,188 LHA Market State Alpha Seeker ETF shares in Q4 2020, an estimated $77.3K.
  • Sowell Financial Services first reported a position in LHA Market State Alpha Seeker ETF in Q2 2020 and held it in 2 quarters.
  • Sowell Financial Services's LHA Market State Alpha Seeker ETF position peaked at $4.47M in Q2 2020.
  • 6 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.