Kingsview 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
-58,815
Closed -$2.05M 1062
2021
Q3
$2.05M Buy
58,815
+31,512
+115% +$1.1M 0.1% 215
2021
Q2
$952K Buy
27,303
+13,647
+100% +$476K 0.05% 389
2021
Q1
$466K Buy
+13,656
New +$466K 0.03% 522

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

Kingsview Wealth Management sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2021, closing a stake of 58,815 shares — an estimated $2.05M sold.

Kingsview Wealth Management first reported a position in LVHB in Q1 2021 and held it in 3 quarters. The position peaked at $2.05M in Q3 2021. 0 funds tracked by Wall St. Rank hold LVHB as of Q4 2021.

  • Kingsview Wealth Management reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 58,815 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2021, an estimated $2.05M.
  • Kingsview Wealth Management first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2021 and held it in 3 quarters.
  • Kingsview Wealth Management's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $2.05M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.