UCFA
LVHB

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

United Capital 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
2020
Q1 		– Sell
-5,623
Closed -$217K – 1418
2019
Q4 		$217K Hold
5,623
– – ﹤0.01% 1257
2019
Q3 		$207K Buy
+5,623
New +$202K ﹤0.01% 1187

Other funds holding LVHB

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's LVHB Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q1 2020, closing a stake of 5,623 shares — an estimated $217K sold.

United Capital Financial Advisors first reported a position in LVHB in Q3 2019 and held it in 2 quarters. The position peaked at $217K in Q4 2019. 23 funds tracked by Wall St. Rank hold LVHB as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,623 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q1 2020, an estimated $217K.
  • United Capital Financial Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $217K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.