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Steward Partners Investment Advisory’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-200
Closed -$7.91K – 3423
2023
Q2 		$7.91K Buy
+200
New +$7.18K ﹤0.01% 2647

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Steward Partners Investment Advisory's LOUP Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q3 2023, closing a stake of 200 shares — an estimated $7.91K sold.

Steward Partners Investment Advisory first reported a position in LOUP in Q2 2023 and held it in 1 quarter. The position peaked at $7.91K in Q2 2023. 27 funds tracked by Wall St. Rank hold LOUP as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Innovator Deepwater Frontier Tech ETF shares in Q3 2023, an estimated $7.91K.
  • Steward Partners Investment Advisory first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Innovator Deepwater Frontier Tech ETF position peaked at $7.91K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.