WIA
MSVX

World Investment Advisors’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

World Investment Advisors’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
-31,765
Closed -$780K – 276
2022
Q3 		$780K Sell
31,765
-2,521
-7% -$61.9K 0.19% 94
2022
Q2 		$832K Sell
34,286
-1,753
-5% -$45.3K 0.17% 97
2022
Q1 		$929K Sell
36,039
-8,716
-19% -$222K 0.19% 96
2021
Q4 		$1.13M Buy
44,755
+21,208
+90% +$530K 0.24% 78
2021
Q3 		$591K Buy
23,547
+5,328
+29% +$138K 0.13% 114
2021
Q2 		$466K Buy
+18,219
New +$470K 0.11% 132

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

World Investment Advisors's MSVX Position: Q4 2022 in Review

World Investment Advisors sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2022, closing a stake of 31,765 shares — an estimated $780K sold.

World Investment Advisors first reported a position in MSVX in Q2 2021 and held it in 6 quarters. The position peaked at $1.13M in Q4 2021. 8 funds tracked by Wall St. Rank hold MSVX as of Q4 2022.

  • World Investment Advisors reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2022 after selling out during the quarter.
  • World Investment Advisors sold 31,765 LHA Market State Alpha Seeker ETF shares in Q4 2022, an estimated $780K.
  • World Investment Advisors first reported a position in LHA Market State Alpha Seeker ETF in Q2 2021 and held it in 6 quarters.
  • World Investment Advisors's LHA Market State Alpha Seeker ETF position peaked at $1.13M in Q4 2021.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.