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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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
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.