Migdal Insurance & Financial Holdings’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Migdal Insurance & Financial Holdings’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
2018 Q3	–	Sell	-2,785	Closed	-$84K	–	823
2018 Q2	$84K	Sell	2,785 -50,046	-95%	-$1.56M	﹤0.01%	539
2018 Q1	$1.68M	Buy	52,831 +3,197	+6%	+$105K	0.04%	187
2017 Q4	$1.61M	Sell	49,634 -942	-2%	-$30.3K	0.04%	178
2017 Q3	$1.58M	Buy	+50,576	New	+$1.57M	0.04%	178

Other funds holding LVHB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

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

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings's LVHB Position: Q3 2018 in Review

Migdal Insurance & Financial Holdings sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q3 2018, closing a stake of 2,785 shares — an estimated $84K sold.

Migdal Insurance & Financial Holdings first reported a position in LVHB in Q3 2017 and held it in 4 quarters. The position peaked at $1.68M in Q1 2018. 18 funds tracked by Wall St. Rank hold LVHB as of Q3 2018.

Migdal Insurance & Financial Holdings reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q3 2018 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,785 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q3 2018, an estimated $84K.
Migdal Insurance & Financial Holdings first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2017 and held it in 4 quarters.
Migdal Insurance & Financial Holdings's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $1.68M in Q1 2018.
18 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q3 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2018, filed 8 Nov 2018.