DFA
LOUP icon

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

DHJJ 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 		$986 Hold
10
– – ﹤0.01% 828
2026
Q1 		$689 Hold
10
– – ﹤0.01% 859
2025
Q4 		$765 Hold
10
– – ﹤0.01% 813
2025
Q3 		$739 Hold
10
– – ﹤0.01% 788
2025
Q2 		$627 Hold
10
– – ﹤0.01% 780
2025
Q1 		$455 Hold
10
– – ﹤0.01% 760
2024
Q4 		$534 Hold
10
– – ﹤0.01% 712
2024
Q3 		$476 Hold
10
– – ﹤0.01% 710
2024
Q2 		$476 Hold
10
– – ﹤0.01% 658
2024
Q1 		$478 Hold
10
– – ﹤0.01% 648
2023
Q4 		$438 Hold
10
– – ﹤0.01% 642
2023
Q3 		$356 Buy
+10
New +$380 ﹤0.01% 661

Other funds holding LOUP

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return

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

DHJJ Financial Advisors held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q2 2026 at 10 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #828.

DHJJ Financial Advisors first reported a position in LOUP in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • DHJJ Financial Advisors held 10 shares of Innovator Deepwater Frontier Tech ETF worth $986 as of Q2 2026.
  • DHJJ Financial Advisors left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q2 2026.
  • Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #828 holding.
  • DHJJ Financial Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q3 2023 and has held it in 12 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.