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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-36,694
Closed -$1.28M 576
2021
Q3
$1.28M Sell
36,694
-564
-2% -$19.7K 0.11% 221
2021
Q2
$1.3M Sell
37,258
-3,296
-8% -$115K 0.11% 204
2021
Q1
$1.38M Sell
40,554
-2,641
-6% -$90.1K 0.15% 175
2020
Q4
$1.44M Sell
43,195
-4,245
-9% -$141K 0.2% 125
2020
Q3
$1.51M Buy
+47,440
New +$1.47M 0.37% 69

Stratos Wealth Advisors's LVHB Position: Q4 2021 in Review

Stratos Wealth Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2021, closing a stake of 36,694 shares — an estimated $1.28M sold.

Stratos Wealth Advisors first reported a position in LVHB in Q3 2020 and held it in 5 quarters. The position peaked at $1.51M in Q3 2020. 0 funds tracked by Wall St. Rank hold LVHB as of Q4 2021.

  • Stratos Wealth Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2021 after selling out during the quarter.
  • Stratos Wealth Advisors sold 36,694 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2021, an estimated $1.28M.
  • Stratos Wealth Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2020 and held it in 5 quarters.
  • Stratos Wealth Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $1.51M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2021.

Based on Stratos Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.