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My Personal CFO LLC’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

My Personal CFO LLC’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
-301
Closed -$48.3K – 499
2022
Q4 		$48.3K Buy
+301
New +$8.89K 0.04% 141

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

My Personal CFO LLC's LOUP Position: Q1 2023 in Review

My Personal CFO LLC sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2023, closing a stake of 301 shares — an estimated $48.3K sold.

My Personal CFO LLC first reported a position in LOUP in Q4 2022 and held it in 1 quarter. The position peaked at $48.3K in Q4 2022. 24 funds tracked by Wall St. Rank hold LOUP as of Q1 2023.

  • My Personal CFO LLC reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 301 Innovator Deepwater Frontier Tech ETF shares in Q1 2023, an estimated $48.3K.
  • My Personal CFO LLC first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Innovator Deepwater Frontier Tech ETF position peaked at $48.3K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.