Bank of America
LVHB

Bank of America’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Bank of America’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
Q4 		– Sell
-415
Closed -$13K – 7726
2018
Q3 		$13K Hold
415
– – ﹤0.01% 6613
2018
Q2 		$13K Buy
+415
New +$12.9K ﹤0.01% 6615

Other funds holding LVHB

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America's LVHB Position: Q4 2018 in Review

Bank of America sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2018, closing a stake of 415 shares — an estimated $13K sold.

Bank of America first reported a position in LVHB in Q2 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 17 funds tracked by Wall St. Rank hold LVHB as of Q4 2018.

  • Bank of America reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2018 after selling out during the quarter.
  • Bank of America sold 415 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2018, an estimated $13K.
  • Bank of America first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q2 2018 and held it in 2 quarters.
  • Bank of America's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $13K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2018.

Based on Bank of America's 13F filing for Q4 2018, filed 14 Feb 2019.