SFS
LOUP

Sowell Financial Services’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-63
Closed -$3K – 1773
2021
Q1 		$3K Buy
+63
New +$3.57K ﹤0.01% 2744

Other funds holding LOUP

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EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sowell Financial Services's LOUP Position: Q2 2021 in Review

Sowell Financial Services sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q2 2021, closing a stake of 63 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in LOUP in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 38 funds tracked by Wall St. Rank hold LOUP as of Q2 2021.

  • Sowell Financial Services reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 63 Innovator Deepwater Frontier Tech ETF shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Innovator Deepwater Frontier Tech ETF position peaked at $3K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.