Fidelity Investments
LVHB

Fidelity Investments’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Fidelity Investments’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
-1
Closed – – 4425
2019
Q1 		$0 Buy
+1
New +$32 ﹤0.01% 4525

Other funds holding LVHB

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
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
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

Fidelity Investments's LVHB Position: Q2 2019 in Review

Fidelity Investments sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2019, closing a stake of 1 share.

Fidelity Investments first reported a position in LVHB in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 16 funds tracked by Wall St. Rank hold LVHB as of Q2 2019.

  • Fidelity Investments reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2019 after selling out during the quarter.
  • Fidelity Investments sold 1 Innovator Lunt Low Vol/High Beta Tactical ETF share in Q2 2019.
  • Fidelity Investments first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2019 and held it in 1 quarter.
  • Fidelity Investments's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $0 in Q1 2019.
  • 16 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2019.

Based on Fidelity Investments's 13F filing for Q2 2019, filed 13 Aug 2019.