Northwestern Mutual Wealth Management
LVHB

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

Northwestern Mutual 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
-150
Closed -$4K – 2832
2020
Q1 		$4K Buy
+150
New +$5.13K ﹤0.01% 2145

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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WI
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's LVHB Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2020, closing a stake of 150 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in LVHB in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 19 funds tracked by Wall St. Rank hold LVHB as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 150 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q2 2020, an estimated $4K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2020 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $4K in Q1 2020.
  • 19 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2020.

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