Householder Group Estate & Retirement Specialist’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$12K	Buy	+344	New	+$11.6K	﹤0.01%	763
2022 Q4	–	Sell	-344	Closed	-$9K	–	776
2022 Q3	$9K	Buy	+344	New	+$10.8K	﹤0.01%	753

Other funds holding LOUP

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LOUP Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2023: 344 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in LOUP as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in LOUP in Q3 2022 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold LOUP as of Q1 2023.

Householder Group Estate & Retirement Specialist held 344 shares of Innovator Deepwater Frontier Tech ETF worth $12K as of Q1 2023.
Innovator Deepwater Frontier Tech ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #763 holding.
Householder Group Estate & Retirement Specialist first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2022 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.