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GoalVest Advisory’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

GoalVest Advisory’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
2022
Q2 		– Sell
-2,110
Closed -$97K – 444
2022
Q1 		$97K Buy
+2,110
New +$98.3K 0.05% 131

Other funds holding LOUP

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GoalVest Advisory's LOUP Position: Q2 2022 in Review

GoalVest Advisory sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q2 2022, closing a stake of 2,110 shares — an estimated $97K sold.

GoalVest Advisory first reported a position in LOUP in Q1 2022 and held it in 1 quarter. The position peaked at $97K in Q1 2022. 30 funds tracked by Wall St. Rank hold LOUP as of Q2 2022.

  • GoalVest Advisory reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 2,110 Innovator Deepwater Frontier Tech ETF shares in Q2 2022, an estimated $97K.
  • GoalVest Advisory first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2022 and held it in 1 quarter.
  • GoalVest Advisory's Innovator Deepwater Frontier Tech ETF position peaked at $97K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.