VC
LVHB

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

Veracity Capital’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
Q3 		– Sell
-33,624
Closed -$1.03M – 248
2020
Q2 		$1.03M Sell
33,624
-116,726
-78% -$3.31M 0.6% 46
2020
Q1 		$3.73M Buy
+150,350
New +$5.15M 1.08% 24

Other funds holding LVHB

SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Veracity Capital's LVHB Position: Q3 2020 in Review

Veracity Capital sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q3 2020, closing a stake of 33,624 shares — an estimated $1.03M sold.

Veracity Capital first reported a position in LVHB in Q1 2020 and held it in 2 quarters. The position peaked at $3.73M in Q1 2020. 14 funds tracked by Wall St. Rank hold LVHB as of Q3 2020.

  • Veracity Capital reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q3 2020 after selling out during the quarter.
  • Veracity Capital sold 33,624 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q3 2020, an estimated $1.03M.
  • Veracity Capital first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q1 2020 and held it in 2 quarters.
  • Veracity Capital's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $3.73M in Q1 2020.
  • 14 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q3 2020.

Based on Veracity Capital's 13F filing for Q3 2020, filed 21 Oct 2020.