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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,771
Closed -$201K 142
2021
Q3
$201K Hold
5,771
0.04% 106
2021
Q2
$201K Buy
+5,771
New +$201K 0.04% 117
2020
Q1
Sell
-7,574
Closed -$293K 131
2019
Q4
$293K Sell
7,574
-196
-3% -$7.22K 0.18% 71
2019
Q3
$286K Sell
7,770
-325
-4% -$11.7K 0.21% 75
2019
Q2
$284K Sell
8,095
-2,975
-27% -$102K 0.21% 75
2019
Q1
$371K Sell
11,070
-5,471
-33% -$175K 0.32% 65
2018
Q4
$490K Buy
+16,541
New +$512K 0.52% 49

Foresight Wealth Management's LVHB Position: Q4 2021 in Review

Foresight Wealth Management sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2021, closing a stake of 5,771 shares — an estimated $201K sold.

Foresight Wealth Management first reported a position in LVHB in Q4 2018 and held it in 7 quarters. The position peaked at $490K in Q4 2018. 0 funds tracked by Wall St. Rank hold LVHB as of Q4 2021.

  • Foresight Wealth Management reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 5,771 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2021, an estimated $201K.
  • Foresight Wealth Management first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2018 and held it in 7 quarters.
  • Foresight Wealth Management's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $490K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2021.

Based on Foresight Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.