Sargent Bickham Lagudis’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Sargent Bickham Lagudis’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
2018 Q1	–	Sell	-1,600	Closed	-$52K	–	829
2017 Q4	$52K	Hold	1,600	–	–	0.01%	369
2017 Q3	$45K	Hold	1,600	–	–	0.01%	390
2017 Q2	$36K	Hold	1,600	–	–	﹤0.01%	407
2017 Q1	$37K	Hold	1,600	–	–	﹤0.01%	405
2016 Q4	$38K	Buy	+1,600	New	+$43.8K	0.01%	382

Other funds holding LVHB

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sargent Bickham Lagudis's LVHB Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q1 2018, closing a stake of 1,600 shares — an estimated $52K sold.

Sargent Bickham Lagudis first reported a position in LVHB in Q4 2016 and held it in 5 quarters. The position peaked at $52K in Q4 2017. 23 funds tracked by Wall St. Rank hold LVHB as of Q1 2018.

Sargent Bickham Lagudis reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,600 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2018, an estimated $52K.
Sargent Bickham Lagudis first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2016 and held it in 5 quarters.
Sargent Bickham Lagudis's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $52K in Q4 2017.
23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.