Global Retirement Partners’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Global Retirement Partners’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	$2.29K	Hold	43	–	–	﹤0.01%	3027
2024 Q3	$2.05K	Hold	43	–	–	﹤0.01%	2932
2024 Q2	$2.05K	Hold	43	–	–	﹤0.01%	2956
2024 Q1	$2.05K	Hold	43	–	–	﹤0.01%	2745
2023 Q4	$1.82K	Hold	43	–	–	﹤0.01%	2715
2023 Q3	$1.51K	Hold	43	–	–	﹤0.01%	2639
2023 Q2	$1.7K	Hold	43	–	–	﹤0.01%	2601
2023 Q1	$1.39K	Hold	43	–	–	﹤0.01%	2628
2022 Q4	$1.25K	Hold	43	–	–	﹤0.01%	2523
2022 Q3	$1K	Buy	43 +10	+30%	+$314	﹤0.01%	2505
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	2474
2022 Q1	$1K	Buy	33 +4	+14%	+$186	﹤0.01%	2444
2021 Q4	$2K	Buy	29 +9	+45%	+$491	﹤0.01%	223
2021 Q3	$1K	Buy	20 +4	+25%	+$208	﹤0.01%	1904
2021 Q2	$1K	Buy	16 +2	+14%	+$106	﹤0.01%	1810
2021 Q1	$1K	Buy	+14	New	+$794	﹤0.01%	1722

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Global Retirement Partners's LOUP Position: Q4 2024 in Review

Global Retirement Partners held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q4 2024 at 43 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Global Retirement Partners first reported a position in LOUP in Q1 2021 and has held it in 16 quarters since. 28 funds tracked by Wall St. Rank hold LOUP as of Q4 2024.

Global Retirement Partners held 43 shares of Innovator Deepwater Frontier Tech ETF worth $2.29K as of Q4 2024.
Global Retirement Partners left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q4 2024.
Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3027 holding.
Global Retirement Partners first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2021 and has held it in 16 quarters since.
28 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.