Benjamin F. Edwards & Company’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$5K	Hold	100	–	–	﹤0.01%	1877
2024 Q1	$5K	Hold	100	–	–	﹤0.01%	1871
2023 Q4	$4K	Hold	100	–	–	﹤0.01%	1907
2023 Q3	$4K	Hold	100	–	–	﹤0.01%	1607
2023 Q2	$4K	Hold	100	–	–	﹤0.01%	1595
2023 Q1	$4K	Hold	100	–	–	﹤0.01%	1597
2022 Q4	$3K	Hold	100	–	–	﹤0.01%	1680
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	1661
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1640
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	1531
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	1531
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	1527
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	1483
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	1504
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1403
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	1523
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	1532
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1598
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1720
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	1754
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	1799
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	1611
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	1602
2018 Q3	$3K	Buy	+100	New	+$2.59K	﹤0.01%	1486

Other funds holding LOUP

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Benjamin F. Edwards & Company's LOUP Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q2 2024 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Benjamin F. Edwards & Company first reported a position in LOUP in Q3 2018 and has held it in 24 quarters since. The position peaked at $6K in Q2 2021. 27 funds tracked by Wall St. Rank hold LOUP as of Q2 2024.

Benjamin F. Edwards & Company held 100 shares of Innovator Deepwater Frontier Tech ETF worth $5K as of Q2 2024.
Benjamin F. Edwards & Company left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q2 2024.
Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1877 holding.
Benjamin F. Edwards & Company first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2018 and has held it in 24 quarters since.
Benjamin F. Edwards & Company's Innovator Deepwater Frontier Tech ETF position peaked at $6K in Q2 2021.
27 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.