PCTC
LVHB

Perkins Coie Trust Company’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Perkins Coie Trust Company’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
Q1 		– Sell
-2,009
Closed -$78K – 462
2019
Q4 		$78K Buy
+2,009
New +$74.1K 0.03% 141

Other funds holding LVHB

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VC
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PMG
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PAG
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Perkins Coie Trust Company's LVHB Position: Q1 2020 in Review

Perkins Coie Trust Company sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q1 2020, closing a stake of 2,009 shares — an estimated $78K sold.

Perkins Coie Trust Company first reported a position in LVHB in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 23 funds tracked by Wall St. Rank hold LVHB as of Q1 2020.

  • Perkins Coie Trust Company reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q1 2020 after selling out during the quarter.
  • Perkins Coie Trust Company sold 2,009 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2020, an estimated $78K.
  • Perkins Coie Trust Company first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2019 and held it in 1 quarter.
  • Perkins Coie Trust Company's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $78K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q1 2020.

Based on Perkins Coie Trust Company's 13F filing for Q1 2020, filed 10 Apr 2020.