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Joseph P. Lucia & Associates’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-140
Closed -$7K – 362
2021
Q3 		$7K Buy
+140
New +$7.29K ﹤0.01% 409

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EP
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Envestnet Asset Management
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Joseph P. Lucia & Associates's LOUP Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q4 2021, closing a stake of 140 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in LOUP in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 36 funds tracked by Wall St. Rank hold LOUP as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 140 Innovator Deepwater Frontier Tech ETF shares in Q4 2021, an estimated $7K.
  • Joseph P. Lucia & Associates first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Innovator Deepwater Frontier Tech ETF position peaked at $7K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.