Lindbrook Capital
LOUP icon

Lindbrook Capital’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-1,200
Closed -$42.6K – 2759
2023
Q3 		$42.6K Buy
1,200
+200
+20% +$7.61K ﹤0.01% 741
2023
Q2 		$39.5K Buy
+1,000
New +$35.9K ﹤0.01% 789

Other funds holding LOUP

Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dorsey & Whitney Trust
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

Lindbrook Capital's LOUP Position: Q4 2023 in Review

Lindbrook Capital sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q4 2023, closing a stake of 1,200 shares — an estimated $42.6K sold.

Lindbrook Capital first reported a position in LOUP in Q2 2023 and held it in 2 quarters. The position peaked at $42.6K in Q3 2023. 28 funds tracked by Wall St. Rank hold LOUP as of Q4 2023.

  • Lindbrook Capital reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Lindbrook Capital sold 1,200 Innovator Deepwater Frontier Tech ETF shares in Q4 2023, an estimated $42.6K.
  • Lindbrook Capital first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2023 and held it in 2 quarters.
  • Lindbrook Capital's Innovator Deepwater Frontier Tech ETF position peaked at $42.6K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.