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

Money Concepts 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
Q1 		– Sell
-230
Closed -$6.66K – 1868
2022
Q4 		$6.66K Buy
+230
New +$6.79K ﹤0.01% 2214
2022
Q2 		– Sell
-230
Closed -$11K – 2127
2022
Q1 		$11K Buy
+230
New +$10.7K ﹤0.01% 1891

Other funds holding LOUP

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QA
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

Money Concepts Capital's LOUP Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2023, closing a stake of 230 shares — an estimated $6.66K sold.

Money Concepts Capital first reported a position in LOUP in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 24 funds tracked by Wall St. Rank hold LOUP as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 230 Innovator Deepwater Frontier Tech ETF shares in Q1 2023, an estimated $6.66K.
  • Money Concepts Capital first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator Deepwater Frontier Tech ETF position peaked at $11K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.