Morgan Stanley’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
-3,000
Closed -$105K 8464
2021
Q3
$105K Hold
3,000
﹤0.01% 6346
2021
Q2
$105K Hold
3,000
﹤0.01% 6340
2021
Q1
$102K Hold
3,000
﹤0.01% 6001
2020
Q4
$100K Buy
+3,000
New +$100K ﹤0.01% 5913

Morgan Stanley's LVHB Position: Q4 2021 in Review

Morgan Stanley sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2021, closing a stake of 3,000 shares — an estimated $105K sold.

Morgan Stanley first reported a position in LVHB in Q4 2020 and held it in 4 quarters. The position peaked at $105K in Q3 2021. 0 funds tracked by Wall St. Rank hold LVHB as of Q4 2021.

  • Morgan Stanley reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2021 after selling out during the quarter.
  • Morgan Stanley sold 3,000 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2021, an estimated $105K.
  • Morgan Stanley first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2020 and held it in 4 quarters.
  • Morgan Stanley's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $105K 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 Morgan Stanley's 13F filing for Q4 2021, filed 14 Feb 2022.