JWCA
LVHB

J.W. Cole Advisors’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-5,549
Closed -$214K – 547
2019
Q4 		$214K Buy
+5,549
New +$205K 0.03% 513

Other funds holding LVHB

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
VC
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
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 $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

J.W. Cole Advisors's LVHB Position: Q1 2020 in Review

J.W. Cole Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q1 2020, closing a stake of 5,549 shares — an estimated $214K sold.

J.W. Cole Advisors first reported a position in LVHB in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 23 funds tracked by Wall St. Rank hold LVHB as of Q1 2020.

  • J.W. Cole Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q1 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,549 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2020, an estimated $214K.
  • J.W. Cole Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2019 and held it in 1 quarter.
  • J.W. Cole Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $214K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q1 2020.

Based on J.W. Cole Advisors's 13F filing for Q1 2020, filed 7 May 2020.