Carson Wealth (CWM LLC)’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Carson Wealth (CWM LLC)’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	$28.2K	Hold	410	–	–	﹤0.01%	4210
2025 Q4	$31K	Hold	410	–	–	﹤0.01%	3932
2025 Q3	$30K	Hold	410	–	–	﹤0.01%	3883
2025 Q2	$26K	Hold	410	–	–	﹤0.01%	3740
2025 Q1	$19K	Hold	410	–	–	﹤0.01%	3715
2024 Q4	$22K	Hold	410	–	–	﹤0.01%	3375
2024 Q3	$20K	Hold	410	–	–	﹤0.01%	3355
2024 Q2	$20K	Hold	410	–	–	﹤0.01%	3114
2024 Q1	$20K	Hold	410	–	–	﹤0.01%	2916
2023 Q4	$18K	Hold	410	–	–	﹤0.01%	2842
2023 Q3	$15K	Sell	410 -166	-29%	-$6.31K	﹤0.01%	2878
2023 Q2	$23K	Buy	+576	New	+$20.7K	﹤0.01%	2544

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

Carson Wealth (CWM LLC)'s LOUP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q1 2026 at 410 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

Carson Wealth (CWM LLC) first reported a position in LOUP in Q2 2023 and has held it in 12 quarters since. The position peaked at $31K in Q4 2025. 53 funds tracked by Wall St. Rank hold LOUP as of Q1 2026.

Carson Wealth (CWM LLC) held 410 shares of Innovator Deepwater Frontier Tech ETF worth $28.2K as of Q1 2026.
Carson Wealth (CWM LLC) left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q1 2026.
Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4210 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Innovator Deepwater Frontier Tech ETF position peaked at $31K in Q4 2025.
53 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.