IFP Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

IFP Advisors’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	–	Sell	-40	Closed	-$1K	–	3994
2022 Q4	$1K	Hold	40	–	–	﹤0.01%	4393
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	4599
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	4375
2022 Q1	$1K	Buy	+40	New	+$1.86K	﹤0.01%	4374
2021 Q4	–	Sell	-400	Closed	-$20K	–	3433
2021 Q3	$20K	Hold	400	–	–	﹤0.01%	1978
2021 Q2	$22K	Hold	400	–	–	﹤0.01%	1890
2021 Q1	$22K	Buy	+400	New	+$22.7K	﹤0.01%	1817

Other funds holding LOUP

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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 $38.8B AUM 21.88% 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

IFP Advisors's LOUP Position: Q1 2023 in Review

IFP Advisors sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2023, closing a stake of 40 shares — an estimated $1K sold.

IFP Advisors first reported a position in LOUP in Q1 2021 and held it in 7 quarters. The position peaked at $22K in Q2 2021. 24 funds tracked by Wall St. Rank hold LOUP as of Q1 2023.

IFP Advisors reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 40 Innovator Deepwater Frontier Tech ETF shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2021 and held it in 7 quarters.
IFP Advisors's Innovator Deepwater Frontier Tech ETF position peaked at $22K in Q2 2021.
24 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.