SWP
LVHB

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

Stratos Wealth 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
2018
Q4 		– Sell
-3,343
Closed -$105K – 3002
2018
Q3 		$105K Buy
+3,343
New +$105K ﹤0.01% 1106
2018
Q2 		– Sell
-3,205
Closed -$102K – 3094
2018
Q1 		$102K Buy
3,205
+1,215
+61% +$39.9K ﹤0.01% 1191
2017
Q4 		$64K Buy
+1,990
New +$63.9K ﹤0.01% 1407

Other funds holding LVHB

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stratos Wealth Partners's LVHB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2018, closing a stake of 3,343 shares — an estimated $105K sold.

Stratos Wealth Partners first reported a position in LVHB in Q4 2017 and held it in 3 quarters. The position peaked at $105K in Q3 2018. 17 funds tracked by Wall St. Rank hold LVHB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,343 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2018, an estimated $105K.
  • Stratos Wealth Partners first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $105K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.