VWM
LOUP icon

Venturi Wealth Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Venturi Wealth Management’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
2024
Q1 		– Sell
-48
Closed -$2.1K – 1411
2023
Q4 		$2.1K Buy
+48
New +$1.85K ﹤0.01% 1210

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Venturi Wealth Management's LOUP Position: Q1 2024 in Review

Venturi Wealth Management sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q1 2024, closing a stake of 48 shares — an estimated $2.1K sold.

Venturi Wealth Management first reported a position in LOUP in Q4 2023 and held it in 1 quarter. The position peaked at $2.1K in Q4 2023. 26 funds tracked by Wall St. Rank hold LOUP as of Q1 2024.

  • Venturi Wealth Management reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 48 Innovator Deepwater Frontier Tech ETF shares in Q1 2024, an estimated $2.1K.
  • Venturi Wealth Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Innovator Deepwater Frontier Tech ETF position peaked at $2.1K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.