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Plante Moran Financial Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Plante Moran Financial Advisors’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
2019
Q2 		– Sell
-400
Closed -$10K – 818
2019
Q1 		$10K Buy
+400
New +$9.26K ﹤0.01% 553

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CPIG
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LTFS
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Plante Moran Financial Advisors's LOUP Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q2 2019, closing a stake of 400 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in LOUP in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 8 funds tracked by Wall St. Rank hold LOUP as of Q2 2019.

  • Plante Moran Financial Advisors reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q2 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 400 Innovator Deepwater Frontier Tech ETF shares in Q2 2019, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Innovator Deepwater Frontier Tech ETF position peaked at $10K in Q1 2019.
  • 8 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.