CFA
LVHB

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

Carroll Financial Associates’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
Q4 		– Sell
2021
Q3 		$373K Sell
2021
Q2 		$397K Sell
2021
Q1 		$1.16M Sell
2020
Q4 		$1.43M Buy
2020
Q3 		$608K Buy