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

IHT 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
2020 Q2	–	Sell	-18,032	Closed	-$447K	–	659
2020 Q1	$447K	Buy	18,032 +3,486	+24%	+$119K	0.06%	306
2019 Q4	$562K	Sell	14,546 -223	-2%	-$8.22K	0.07%	307
2019 Q3	$544K	Buy	14,769 +6,604	+81%	+$237K	0.07%	302
2019 Q2	$286K	Buy	8,165 +1,493	+22%	+$51.2K	0.04%	408
2019 Q1	$223K	Sell	6,672 -19,171	-74%	-$612K	0.04%	435
2018 Q4	$765K	Buy	+25,843	New	+$799K	0.15%	171

Other funds holding LVHB

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

GWM

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

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

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

PAG

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

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

IHT Wealth Management's LVHB Position: Q2 2020 in Review

IHT Wealth Management sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2020, closing a stake of 18,032 shares — an estimated $447K sold.

IHT Wealth Management first reported a position in LVHB in Q4 2018 and held it in 6 quarters. The position peaked at $765K in Q4 2018. 19 funds tracked by Wall St. Rank hold LVHB as of Q2 2020.

IHT Wealth Management reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2020 after selling out during the quarter.
IHT Wealth Management sold 18,032 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q2 2020, an estimated $447K.
IHT Wealth Management first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2018 and held it in 6 quarters.
IHT Wealth Management's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $765K in Q4 2018.
19 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2020.

Based on IHT Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.