SPC
LVHB

Sigma Planning Corp’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Sigma Planning Corp’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
2021
Q1 		– Sell
-6,100
Closed -$203K – 1431
2020
Q4 		$203K Buy
+6,100
New +$203K 0.01% 1104

Other funds holding LVHB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AL
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sigma Planning Corp's LVHB Position: Q1 2021 in Review

Sigma Planning Corp sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q1 2021, closing a stake of 6,100 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in LVHB in Q4 2020 and held it in 1 quarter. The position peaked at $203K in Q4 2020. 20 funds tracked by Wall St. Rank hold LVHB as of Q1 2021.

  • Sigma Planning Corp reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q1 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 6,100 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2021, an estimated $203K.
  • Sigma Planning Corp first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2020 and held it in 1 quarter.
  • Sigma Planning Corp's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $203K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q1 2021.

Based on Sigma Planning Corp's 13F filing for Q1 2021, filed 6 May 2021.