VWA
LVHB

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

Visionary Wealth 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
2021
Q2 		– Sell
-12,235
Closed -$417K – 360
2021
Q1 		$417K Hold
12,235
– – 0.04% 213
2020
Q4 		$406K Buy
12,235
+5,530
+82% +$184K 0.05% 205
2020
Q3 		$213K Buy
+6,705
New +$208K 0.03% 237

Other funds holding LVHB

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AL
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Visionary Wealth Advisors's LVHB Position: Q2 2021 in Review

Visionary Wealth Advisors sold out of Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) in Q2 2021, closing a stake of 12,235 shares — an estimated $417K sold.

Visionary Wealth Advisors first reported a position in LVHB in Q3 2020 and held it in 3 quarters. The position peaked at $417K in Q1 2021. 22 funds tracked by Wall St. Rank hold LVHB as of Q2 2021.

  • Visionary Wealth Advisors reported no remaining Innovator Lunt Low Vol/High Beta Tactical ETF position as of Q2 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 12,235 Innovator Lunt Low Vol/High Beta Tactical ETF shares in Q2 2021, an estimated $417K.
  • Visionary Wealth Advisors first reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF in Q3 2020 and held it in 3 quarters.
  • Visionary Wealth Advisors's Innovator Lunt Low Vol/High Beta Tactical ETF position peaked at $417K in Q1 2021.
  • 22 funds tracked by Wall St. Rank held Innovator Lunt Low Vol/High Beta Tactical ETF as of Q2 2021.

Based on Visionary Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.