MSWA
LOUP icon

Marshall & Sterling Wealth Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio LOUP Stock Details LOUP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$69.6K Sell
1,112
-29,937
-96% -$1.87M 0.05% 129
2025
Q1 		$1.41M Sell
31,049
-2,217
-7% -$101K 0.96% 29
2024
Q4 		$1.77M Buy
+33,266
New +$1.77M 1.23% 22