Dorsey & Whitney Trust’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Dorsey & Whitney Trust’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	$275K	Hold	4,000	–	–	0.02%	594
2025 Q4	$306K	Hold	4,000	–	–	0.02%	552
2025 Q3	$296K	Hold	4,000	–	–	0.02%	544
2025 Q2	$250K	Buy	+4,000	New	+$207K	0.01%	585
2025 Q1	–	Sell	-4,000	Closed	-$213K	–	683
2024 Q4	$213K	Buy	+4,000	New	+$211K	0.01%	629
2024 Q3	–	Sell	-7,000	Closed	-$333K	–	678
2024 Q2	$333K	Hold	7,000	–	–	0.02%	437
2024 Q1	$334K	Sell	7,000 -3,000	-30%	-$136K	0.02%	446
2023 Q4	$438K	Buy	10,000 +1,000	+11%	+$38.5K	0.03%	369
2023 Q3	$320K	Hold	9,000	–	–	0.03%	409
2023 Q2	$356K	Hold	9,000	–	–	0.03%	397
2023 Q1	$319K	Hold	9,000	–	–	0.03%	412
2022 Q4	$260K	Hold	9,000	–	–	0.03%	449
2022 Q3	$242K	Hold	9,000	–	–	0.03%	460
2022 Q2	$267K	Buy	+9,000	New	+$323K	0.03%	433

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

Dorsey & Whitney Trust's LOUP Position: Q1 2026 in Review

Dorsey & Whitney Trust held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q1 2026 at 4,000 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #594.

Dorsey & Whitney Trust first reported a position in LOUP in Q2 2022 and has held it in 14 quarters since. The position peaked at $438K in Q4 2023. 53 funds tracked by Wall St. Rank hold LOUP as of Q1 2026.

Dorsey & Whitney Trust held 4,000 shares of Innovator Deepwater Frontier Tech ETF worth $275K as of Q1 2026.
Dorsey & Whitney Trust left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q1 2026.
Innovator Deepwater Frontier Tech ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #594 holding.
Dorsey & Whitney Trust first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2022 and has held it in 14 quarters since.
Dorsey & Whitney Trust's Innovator Deepwater Frontier Tech ETF position peaked at $438K in Q4 2023.
53 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.