IFAM
LOUP icon

Institutional & Family Asset Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-210
Closed -$10K – 970
2020
Q4 		$10K Buy
+210
New +$8.98K ﹤0.01% 539

Other funds holding LOUP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institutional & Family Asset Management's LOUP Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2021, closing a stake of 210 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in LOUP in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 39 funds tracked by Wall St. Rank hold LOUP as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 210 Innovator Deepwater Frontier Tech ETF shares in Q1 2021, an estimated $10K.
  • Institutional & Family Asset Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Innovator Deepwater Frontier Tech ETF position peaked at $10K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.