Advisor Group
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Advisor Group’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Advisor Group’s Portfolio LOUP Stock Details LOUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$12K – 5300
2019
Q1 		$12K Sell
500
-400
-44% -$9.26K ﹤0.01% 4270
2018
Q4 		$18K Hold
900
– – ﹤0.01% 3875
2018
Q3 		$24K Buy
+900
New +$23.3K ﹤0.01% 3775

Other funds holding LOUP

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Advisor Group's LOUP Position: Q2 2019 in Review

Advisor Group sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q2 2019, closing a stake of 500 shares — an estimated $12K sold.

Advisor Group first reported a position in LOUP in Q3 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 8 funds tracked by Wall St. Rank hold LOUP as of Q2 2019.

  • Advisor Group reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 500 Innovator Deepwater Frontier Tech ETF shares in Q2 2019, an estimated $12K.
  • Advisor Group first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2018 and held it in 3 quarters.
  • Advisor Group's Innovator Deepwater Frontier Tech ETF position peaked at $24K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.