OPS
LVHB

Orion Portfolio Solutions’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-367
Closed -$11K – 2377
2020
Q2 		$11K Buy
367
+6
+2% +$170 ﹤0.01% 1195
2020
Q1 		$9K Buy
+361
New +$12.4K ﹤0.01% 1136

Other funds holding LVHB

SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Orion Portfolio Solutions's LVHB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q3 2020, closing a stake of 367 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in LVHB in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 14 funds tracked by Wall St. Rank hold LVHB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 367 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $11K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.