AF
LVHB

Advisornet Financial’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Advisornet Financial’s Portfolio LVHB Stock Details LVHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-599
Closed -$19K – 1699
2018
Q1 		$19K Buy
+599
New +$19.6K ﹤0.01% 943

Other funds holding LVHB

CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisornet Financial's LVHB Position: Q2 2018 in Review

Advisornet Financial sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2018, closing a stake of 599 shares — an estimated $19K sold.

Advisornet Financial first reported a position in LVHB in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 21 funds tracked by Wall St. Rank hold LVHB as of Q2 2018.

  • Advisornet Financial reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2018 after selling out during the quarter.
  • Advisornet Financial sold 599 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q2 2018, an estimated $19K.
  • Advisornet Financial first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2018 and held it in 1 quarter.
  • Advisornet Financial's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $19K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2018.

Based on Advisornet Financial's 13F filing for Q2 2018, filed 27 Jul 2018.