Bank of Montreal
LOUP icon

Bank of Montreal’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-14,992
Closed -$722K – 3778
2024
Q3 		$722K Buy
+14,992
New +$682K ﹤0.01% 2200
2024
Q1 		– Sell
-10,058
Closed -$447K – 4138
2023
Q4 		$447K Buy
+10,058
New +$387K ﹤0.01% 2579
2023
Q3 		– Sell
-10,352
Closed -$414K – 4052
2023
Q2 		$414K Buy
+10,352
New +$372K ﹤0.01% 2716

Other funds holding LOUP

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of Montreal's LOUP Position: Q4 2024 in Review

Bank of Montreal sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q4 2024, closing a stake of 14,992 shares — an estimated $722K sold.

Bank of Montreal first reported a position in LOUP in Q2 2023 and held it in 3 quarters. The position peaked at $722K in Q3 2024. 28 funds tracked by Wall St. Rank hold LOUP as of Q4 2024.

  • Bank of Montreal reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 14,992 Innovator Deepwater Frontier Tech ETF shares in Q4 2024, an estimated $722K.
  • Bank of Montreal first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2023 and held it in 3 quarters.
  • Bank of Montreal's Innovator Deepwater Frontier Tech ETF position peaked at $722K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.