AAP
LVHB

Arax Advisory Partners’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Arax Advisory Partners’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
2021
Q3 		– Sell
-434
Closed -$15K – 1098
2021
Q2 		$15K Buy
+434
New +$15K ﹤0.01% 612
2020
Q4 		$14K Sell
434
-205
-32% -$6.61K ﹤0.01% 537
2020
Q3 		$20K Buy
+639
New +$19.8K ﹤0.01% 476

Other funds holding LVHB

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AL
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arax Advisory Partners's LVHB Position: Q3 2021 in Review

Arax Advisory Partners sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q3 2021, closing a stake of 434 shares — an estimated $15K sold.

Arax Advisory Partners first reported a position in LVHB in Q3 2020 and held it in 3 quarters. The position peaked at $20K in Q3 2020. 23 funds tracked by Wall St. Rank hold LVHB as of Q3 2021.

  • Arax Advisory Partners reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q3 2021 after selling out during the quarter.
  • Arax Advisory Partners sold 434 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q3 2021, an estimated $15K.
  • Arax Advisory Partners first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2020 and held it in 3 quarters.
  • Arax Advisory Partners's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $20K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q3 2021.

Based on Arax Advisory Partners's 13F filing for Q3 2021, filed 5 Nov 2021.