Blue Bell Private Wealth Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Blue Bell Private 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
2026 Q1	$9.02K	Hold	131	–	–	﹤0.01%	575
2025 Q4	$10K	Hold	131	–	–	﹤0.01%	556
2025 Q3	$9.68K	Hold	131	–	–	﹤0.01%	552
2025 Q2	$8.2K	Hold	131	–	–	﹤0.01%	545
2025 Q1	$5.95K	Hold	131	–	–	﹤0.01%	562
2024 Q4	$6.99K	Hold	131	–	–	﹤0.01%	528
2024 Q3	$6.24K	Hold	131	–	–	﹤0.01%	556
2024 Q2	$6.23K	Hold	131	–	–	﹤0.01%	556
2024 Q1	$6.25K	Hold	131	–	–	﹤0.01%	556
2023 Q4	$5.74K	Hold	131	–	–	﹤0.01%	553
2023 Q3	$4.65K	Hold	131	–	–	﹤0.01%	506
2023 Q2	$5.18K	Hold	131	–	–	﹤0.01%	498
2023 Q1	$4.64K	Hold	131	–	–	﹤0.01%	469
2022 Q4	$3.79K	Sell	131 -169	-56%	-$4.99K	﹤0.01%	501
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	396
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	397
2022 Q1	$14K	Hold	300	–	–	﹤0.01%	365
2021 Q4	$16K	Buy	+300	New	+$16.4K	﹤0.01%	335

Other funds holding LOUP

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's LOUP Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q1 2026 at 131 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Blue Bell Private Wealth Management first reported a position in LOUP in Q4 2021 and has held it in 18 quarters since. The position peaked at $16K in Q4 2021. 53 funds tracked by Wall St. Rank hold LOUP as of Q1 2026.

Blue Bell Private Wealth Management held 131 shares of Innovator Deepwater Frontier Tech ETF worth $9.02K as of Q1 2026.
Blue Bell Private Wealth Management left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q1 2026.
Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #575 holding.
Blue Bell Private Wealth Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Innovator Deepwater Frontier Tech ETF position peaked at $16K in Q4 2021.
53 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.