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

Simplicity 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
2019 Q2	–	Sell	-7,467	Closed	-$250K	–	928
2019 Q1	$250K	Buy	+7,467	New	+$238K	0.01%	598
2018 Q4	–	Sell	-6,740	Closed	-$212K	–	823
2018 Q3	$212K	Sell	6,740 -136,320	-95%	-$4.28M	0.01%	512
2018 Q2	$4.33M	Buy	143,060 +16,546	+13%	+$516K	0.31%	45
2018 Q1	$4.02M	Buy	126,514 +25,856	+26%	+$848K	0.35%	43
2017 Q4	$3.26M	Buy	+100,658	New	+$3.23M	0.32%	53

Other funds holding LVHB

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

Simplicity Solutions's LVHB Position: Q2 2019 in Review

Simplicity Solutions sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2019, closing a stake of 7,467 shares — an estimated $250K sold.

Simplicity Solutions first reported a position in LVHB in Q4 2017 and held it in 5 quarters. The position peaked at $4.33M in Q2 2018. 16 funds tracked by Wall St. Rank hold LVHB as of Q2 2019.

Simplicity Solutions reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 7,467 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q2 2019, an estimated $250K.
Simplicity Solutions first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2017 and held it in 5 quarters.
Simplicity Solutions's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $4.33M in Q2 2018.
16 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.