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Avidian Wealth Enterprises’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Avidian Wealth Enterprises’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
2022
Q2 		– Sell
-4,731
Closed -$217K – 482
2022
Q1 		$217K Buy
+4,731
New +$220K 0.01% 448

Other funds holding LOUP

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EP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avidian Wealth Enterprises's LOUP Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q2 2022, closing a stake of 4,731 shares — an estimated $217K sold.

Avidian Wealth Enterprises first reported a position in LOUP in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 30 funds tracked by Wall St. Rank hold LOUP as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,731 Innovator Deepwater Frontier Tech ETF shares in Q2 2022, an estimated $217K.
  • Avidian Wealth Enterprises first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Innovator Deepwater Frontier Tech ETF position peaked at $217K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.