CWM
LVHB

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

Cornerstone 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
2018
Q1 		$1.59M Buy
51,611
+1,193
+2% +$39.1K 0.3% 69
2017
Q4 		$1.65M Buy
50,418
+261
+0.5% +$8.38K 0.31% 63
2017
Q3 		$1.59M Hold
50,157
– – 0.33% 60
2017
Q2 		$1.53M Sell
50,157
-2,194
-4% -$66.5K 0.34% 58
2017
Q1 		$1.55M Buy
52,351
+1,040
+2% +$30.6K 0.38% 49
2016
Q4 		$1.48M Buy
+51,311
New +$1.4M 0.47% 38

Other funds holding LVHB

SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Wealth Management's LVHB Position: Q1 2018 in Review

Cornerstone Wealth Management increased its Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) stake by 2.4% in Q1 2018, buying an estimated $39.1K and bringing the position to 51,611 shares worth $1.59M. The position accounts for 0.3% of the portfolio, ranked #69.

Cornerstone Wealth Management first reported a position in LVHB in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2017. 23 funds tracked by Wall St. Rank hold LVHB as of Q1 2018.

  • Cornerstone Wealth Management held 51,611 shares of Innovator Lunt Low Vol/High Beta Tactical ETF worth $1.59M as of Q1 2018.
  • Cornerstone Wealth Management bought 1,193 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2018, an estimated $39.1K.
  • Innovator Lunt Low Vol/High Beta Tactical ETF made up 0.3% of Cornerstone Wealth Management's portfolio in Q1 2018, its #69 holding.
  • Cornerstone Wealth Management first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2016 and has held it in 6 quarters since.
  • Cornerstone Wealth Management's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $1.65M in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.