RIA
LVHB

Realta Investment Advisors’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Realta Investment Advisors’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
-4,832
Closed -$177K – 1615
2019
Q4 		$177K Buy
4,832
+181
+4% +$6.67K 0.05% 363
2019
Q3 		$171K Buy
4,651
+2,281
+96% +$82K 0.05% 360
2019
Q2 		$84K Buy
+2,370
New +$81.3K 0.02% 546

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 $4.9B AUM 23.65% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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

Realta Investment Advisors's LVHB Position: Q1 2020 in Review

Realta Investment Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q1 2020, closing a stake of 4,832 shares — an estimated $177K sold.

Realta Investment Advisors first reported a position in LVHB in Q2 2019 and held it in 3 quarters. The position peaked at $177K in Q4 2019. 23 funds tracked by Wall St. Rank hold LVHB as of Q1 2020.

  • Realta Investment Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,832 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2020, an estimated $177K.
  • Realta Investment Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $177K 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 Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.