TFA
LVHB

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

Transamerica Financial Advisors’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
2017
Q4 		– Sell
-551
Closed -$18K – 453
2017
Q3 		$18K Buy
+551
New +$17.1K ﹤0.01% 258

Other funds holding LVHB

SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transamerica Financial Advisors's LVHB Position: Q4 2017 in Review

Transamerica Financial Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q4 2017, closing a stake of 551 shares — an estimated $18K sold.

Transamerica Financial Advisors first reported a position in LVHB in Q3 2017 and held it in 1 quarter. The position peaked at $18K in Q3 2017. 22 funds tracked by Wall St. Rank hold LVHB as of Q4 2017.

  • Transamerica Financial Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q4 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 551 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q4 2017, an estimated $18K.
  • Transamerica Financial Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2017 and held it in 1 quarter.
  • Transamerica Financial Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $18K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q4 2017.

Based on Transamerica Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.