IFP Advisors’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
-8,576
Closed -$297K 3568
2021
Q3
$297K Buy
8,576
+6,516
+316% +$226K 0.01% 777
2021
Q2
$71K Buy
+2,060
New +$71K ﹤0.01% 1385
2020
Q1
Sell
-8,835
Closed -$302K 3143
2019
Q4
$343K Sell
8,835
-517
-6% -$19.1K 0.03% 512
2019
Q3
$345K Buy
+9,352
New +$336K 0.02% 585

IFP Advisors's LVHB Position: Q4 2021 in Review

IFP Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2021, closing a stake of 8,576 shares — an estimated $297K sold.

IFP Advisors first reported a position in LVHB in Q3 2019 and held it in 4 quarters. The position peaked at $345K in Q3 2019. 0 funds tracked by Wall St. Rank hold LVHB as of Q4 2021.

  • IFP Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2021 after selling out during the quarter.
  • IFP Advisors sold 8,576 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2021, an estimated $297K.
  • IFP Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2019 and held it in 4 quarters.
  • IFP Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $345K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.