Southland Equity Partners’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History

Southland Equity Partners’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 Q4	–	Sell	-142,798	Closed	-$4.98M	–	182
2021 Q3	$4.98M	Buy	142,798 +20,641	+17%	+$720K	2.29%	10
2021 Q2	$4.26M	Buy	122,157 +14,664	+14%	+$511K	2.01%	11
2021 Q1	$3.67M	Buy	107,493 +18,332	+21%	+$625K	2.08%	12
2020 Q4	$2.96M	Buy	+89,161	New	+$2.96M	2%	15

Southland Equity Partners's LVHB Position: Q4 2021 in Review

Southland Equity Partners sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2021, closing a stake of 142,798 shares — an estimated $4.98M sold.

Southland Equity Partners first reported a position in LVHB in Q4 2020 and held it in 4 quarters. The position peaked at $4.98M in Q3 2021. 0 funds tracked by Wall St. Rank hold LVHB as of Q4 2021.

Southland Equity Partners reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2021 after selling out during the quarter.
Southland Equity Partners sold 142,798 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2021, an estimated $4.98M.
Southland Equity Partners first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2020 and held it in 4 quarters.
Southland Equity Partners's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $4.98M in Q3 2021.
0 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2021.

Based on Southland Equity Partners's 13F filing for Q4 2021, filed 2 Jan 2024.