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Fulcrum Equity Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-19,850
Closed -$1.07M – 213
2021
Q1 		$1.07M Buy
19,850
+11,745
+145% +$666K 0.42% 71
2020
Q4 		$404K Buy
+8,105
New +$347K 0.16% 97

Other funds holding LOUP

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fulcrum Equity Management's LOUP Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q2 2021, closing a stake of 19,850 shares — an estimated $1.07M sold.

Fulcrum Equity Management first reported a position in LOUP in Q4 2020 and held it in 2 quarters. The position peaked at $1.07M in Q1 2021. 38 funds tracked by Wall St. Rank hold LOUP as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 19,850 Innovator Deepwater Frontier Tech ETF shares in Q2 2021, an estimated $1.07M.
  • Fulcrum Equity Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's Innovator Deepwater Frontier Tech ETF position peaked at $1.07M in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.