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

Creative Financial Designs’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
2019 Q2	–	Sell	-353	Closed	-$12K	–	620
2019 Q1	$12K	Sell	353 -22,530	-98%	-$719K	0.01%	372
2018 Q4	$677K	Sell	22,883 -11,419	-33%	-$353K	0.49%	47
2018 Q3	$1.08M	Sell	34,302 -29,022	-46%	-$910K	0.62%	43
2018 Q2	$1.92M	Sell	63,324 -18,038	-22%	-$563K	1.13%	21
2018 Q1	$2.59M	Sell	81,362 -8,226	-9%	-$270K	1.66%	14
2017 Q4	$2.9M	Sell	89,588 -32,929	-27%	-$1.06M	1.97%	11
2017 Q3	$3.83M	Buy	122,517 +10,155	+9%	+$314K	2.2%	7
2017 Q2	$3.44M	Buy	112,362 +31,038	+38%	+$940K	2.2%	8
2017 Q1	$2.41M	Buy	81,324 +42,791	+111%	+$1.26M	1.73%	11
2016 Q4	$1.1M	Buy	+38,533	New	+$1.05M	0.9%	30

Other funds holding LVHB

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

Creative Financial Designs's LVHB Position: Q2 2019 in Review

Creative Financial Designs sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2019, closing a stake of 353 shares — an estimated $12K sold.

Creative Financial Designs first reported a position in LVHB in Q4 2016 and held it in 10 quarters. The position peaked at $3.83M in Q3 2017. 16 funds tracked by Wall St. Rank hold LVHB as of Q2 2019.

Creative Financial Designs reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2019 after selling out during the quarter.
Creative Financial Designs sold 353 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q2 2019, an estimated $12K.
Creative Financial Designs first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2016 and held it in 10 quarters.
Creative Financial Designs's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $3.83M in Q3 2017.
16 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2019.

Based on Creative Financial Designs's 13F filing for Q2 2019, filed 7 Aug 2019.