CAM
LOUP icon

Cresset Asset Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Cresset Asset Management’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
-6,000
Closed -$286K – 2013
2024
Q3 		$286K Hold
6,000
– – ﹤0.01% 1823
2024
Q2 		$286K Buy
+6,000
New +$277K ﹤0.01% 1741

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 $71.6B AUM 21.08% 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

Cresset Asset Management's LOUP Position: Q4 2024 in Review

Cresset Asset Management sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q4 2024, closing a stake of 6,000 shares — an estimated $286K sold.

Cresset Asset Management first reported a position in LOUP in Q2 2024 and held it in 2 quarters. The position peaked at $286K in Q3 2024. 28 funds tracked by Wall St. Rank hold LOUP as of Q4 2024.

  • Cresset Asset Management reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 6,000 Innovator Deepwater Frontier Tech ETF shares in Q4 2024, an estimated $286K.
  • Cresset Asset Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2024 and held it in 2 quarters.
  • Cresset Asset Management's Innovator Deepwater Frontier Tech ETF position peaked at $286K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.