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

AE 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
2025
Q3 		– Sell
-539
Closed -$33.7K – 2335
2025
Q2 		$33.7K Buy
+539
New +$27.9K ﹤0.01% 1670

Other funds holding LOUP

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AE Wealth Management's LOUP Position: Q3 2025 in Review

AE Wealth Management sold out of Innovator Deepwater Frontier Tech ETF (LOUP) in Q3 2025, closing a stake of 539 shares — an estimated $33.7K sold.

AE Wealth Management first reported a position in LOUP in Q2 2025 and held it in 1 quarter. The position peaked at $33.7K in Q2 2025. 40 funds tracked by Wall St. Rank hold LOUP as of Q3 2025.

  • AE Wealth Management reported no remaining Innovator Deepwater Frontier Tech ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 539 Innovator Deepwater Frontier Tech ETF shares in Q3 2025, an estimated $33.7K.
  • AE Wealth Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2025 and held it in 1 quarter.
  • AE Wealth Management's Innovator Deepwater Frontier Tech ETF position peaked at $33.7K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.