V Wealth Advisors
LOUP icon

V Wealth Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

V Wealth 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
2022
Q1 		– Sell
-3,760
Closed -$202K – 462
2021
Q4 		$202K Buy
+3,760
New +$205K 0.03% 435
2021
Q3 		– Sell
-3,648
Closed -$201K – 557
2021
Q2 		$201K Buy
+3,648
New +$194K 0.03% 451

Other funds holding LOUP

Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's LOUP Position: Q1 2022 in Review

V Wealth Advisors sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2022, closing a stake of 3,760 shares — an estimated $202K sold.

V Wealth Advisors first reported a position in LOUP in Q2 2021 and held it in 2 quarters. The position peaked at $202K in Q4 2021. 34 funds tracked by Wall St. Rank hold LOUP as of Q1 2022.

  • V Wealth Advisors reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q1 2022 after selling out during the quarter.
  • V Wealth Advisors sold 3,760 Innovator Deepwater Frontier Tech ETF shares in Q1 2022, an estimated $202K.
  • V Wealth Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2021 and held it in 2 quarters.
  • V Wealth Advisors's Innovator Deepwater Frontier Tech ETF position peaked at $202K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.