BBPWM
LVHB

Blue Bell Private Wealth Management’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Blue Bell Private Wealth Management’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
-29
Closed -$1K – 192
2021
Q2 		$1K Buy
29
+18
+164% +$621 ﹤0.01% 177
2021
Q1 		$0 Buy
+11
New – ﹤0.01% 188

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

Blue Bell Private Wealth Management's LVHB Position: Q3 2021 in Review

Blue Bell Private Wealth Management sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q3 2021, closing a stake of 29 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in LVHB in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 23 funds tracked by Wall St. Rank hold LVHB as of Q3 2021.

  • Blue Bell Private Wealth Management reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q3 2021 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 29 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q3 2021, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2021 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $1K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q3 2021.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.