WAM
MSVX

Worth Asset Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Worth Asset Management’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
-12
Closed – – 521
2022
Q3 		$0 Hold
12
– – ﹤0.01% 582
2022
Q2 		$0 Hold
12
– – ﹤0.01% 598
2022
Q1 		$0 Buy
+12
New +$306 ﹤0.01% 557

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

Worth Asset Management's MSVX Position: Q4 2022 in Review

Worth Asset Management sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q4 2022, closing a stake of 12 shares.

Worth Asset Management first reported a position in MSVX in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 8 funds tracked by Wall St. Rank hold MSVX as of Q4 2022.

  • Worth Asset Management reported no remaining LHA Market State Alpha Seeker ETF position as of Q4 2022 after selling out during the quarter.
  • Worth Asset Management sold 12 LHA Market State Alpha Seeker ETF shares in Q4 2022.
  • Worth Asset Management first reported a position in LHA Market State Alpha Seeker ETF in Q1 2022 and held it in 3 quarters.
  • Worth Asset Management's LHA Market State Alpha Seeker ETF position peaked at $0 in Q3 2022.
  • 8 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q4 2022.

Based on Worth Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.