NFG
LOUP icon

Next Financial Group’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Next Financial Group’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 		$90K Sell
1,679
-63
-4% -$3.43K 0.01% 1213
2021
Q3 		$89K Buy
1,742
+91
+6% +$4.74K 0.01% 1163
2021
Q2 		$92K Buy
+1,651
New +$87.9K 0.01% 1158

Other funds holding LOUP

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Next Financial Group's LOUP Position: Q4 2021 in Review

Next Financial Group reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 3.6% in Q4 2021, selling an estimated $3.43K and leaving 1,679 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #1213.

Next Financial Group first reported a position in LOUP in Q2 2021 and has held it in 3 quarters since. The position peaked at $92K in Q2 2021. 36 funds tracked by Wall St. Rank hold LOUP as of Q4 2021.

  • Next Financial Group held 1,679 shares of Innovator Deepwater Frontier Tech ETF worth $90K as of Q4 2021.
  • Next Financial Group sold 63 Innovator Deepwater Frontier Tech ETF shares in Q4 2021, an estimated $3.43K.
  • Innovator Deepwater Frontier Tech ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1213 holding.
  • Next Financial Group first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's Innovator Deepwater Frontier Tech ETF position peaked at $92K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.