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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
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 $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
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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Focus Partners Wealth
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Financial Advisors's LOUP Position: Q1 2026 in Review

Brown Financial Advisors reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 2.7% in Q1 2026, selling an estimated $6.45K and leaving 3,097 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #205.

Brown Financial Advisors first reported a position in LOUP in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 53 funds tracked by Wall St. Rank hold LOUP as of Q1 2026.

  • Brown Financial Advisors held 3,097 shares of Innovator Deepwater Frontier Tech ETF worth $213K as of Q1 2026.
  • Brown Financial Advisors sold 85 Innovator Deepwater Frontier Tech ETF shares in Q1 2026, an estimated $6.45K.
  • Innovator Deepwater Frontier Tech ETF made up 0.08% of Brown Financial Advisors's portfolio in Q1 2026, its #205 holding.
  • Brown Financial Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Brown Financial Advisors's Innovator Deepwater Frontier Tech ETF position peaked at $243K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.