BFA
LOUP

Brown Financial Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Brown Financial 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
2026
Q2 		$285K Sell
2,895
-202
-7% -$17.5K 0.1% 172
2026
Q1 		$213K Sell
3,097
-85
-3% -$6.45K 0.08% 205
2025
Q4 		$243K Buy
3,182
+204
+7% +$15.8K 0.09% 147
2025
Q3 		$220K Buy
+2,978
New +$197K 0.08% 146

Other funds holding LOUP

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brown Financial Advisors's LOUP Position: Q2 2026 in Review

Brown Financial Advisors reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 6.5% in Q2 2026, selling an estimated $17.5K and leaving 2,895 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #172.

Brown Financial Advisors first reported a position in LOUP in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • Brown Financial Advisors held 2,895 shares of Innovator Deepwater Frontier Tech ETF worth $285K as of Q2 2026.
  • Brown Financial Advisors sold 202 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $17.5K.
  • Innovator Deepwater Frontier Tech ETF made up 0.1% of Brown Financial Advisors's portfolio in Q2 2026, its #172 holding.
  • Brown Financial Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.