Elmwood Wealth Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Elmwood Wealth Management’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	$11.5M	Buy	116,401 +855	+0.7%	+$74K	2.87%	2
2026 Q1	$7.95M	Buy	115,546 +23,965	+26%	+$1.82M	2.2%	8
2025 Q4	$7M	Buy	91,581 +1,134	+1%	+$87.8K	2.21%	7
2025 Q3	$6.68M	Buy	90,447 +1,243	+1%	+$82.2K	2.37%	6
2025 Q2	$5.59M	Buy	89,204 +15,979	+22%	+$826K	2.21%	9
2025 Q1	$3.33M	Buy	73,225 +25,499	+53%	+$1.39M	1.36%	23
2024 Q4	$2.55M	Buy	47,726 +5,442	+13%	+$288K	1.03%	40
2024 Q3	$2.01M	Buy	42,284 +29,098	+221%	+$1.32M	0.83%	46
2024 Q2	$628K	Buy	13,186 +5,199	+65%	+$240K	0.28%	88
2024 Q1	$381K	Buy	+7,987	New	+$361K	0.16%	100
2022 Q1	–	Sell	-900	Closed	-$48K	–	226
2021 Q4	$48K	Buy	+900	New	+$49.1K	0.02%	190
2021 Q2	$50K	Hold	900	–	–	0.03%	169
2021 Q1	$49K	Buy	+900	New	+$51K	0.03%	167
2020 Q3	$28K	Hold	900	–	–	0.02%	149
2020 Q2	$28K	Buy	+900	New	+$24.5K	0.02%	149
2019 Q4	–	Sell	-900	Closed	-$20K	–	177
2019 Q3	$20K	Hold	900	–	–	0.02%	145
2019 Q2	$22K	Hold	900	–	–	0.02%	155
2019 Q1	$22K	Hold	900	–	–	0.02%	152
2018 Q4	$18K	Buy	+900	New	+$20.4K	0.02%	164

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 $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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

Elmwood Wealth Management's LOUP Position: Q2 2026 in Review

Elmwood Wealth Management increased its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 0.74% in Q2 2026, buying an estimated $74K and bringing the position to 116,401 shares worth $11.5M. The position accounts for 2.87% of the portfolio, ranked #2.

Elmwood Wealth Management first reported a position in LOUP in Q4 2018 and has held it in 19 quarters since. 59 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

Elmwood Wealth Management held 116,401 shares of Innovator Deepwater Frontier Tech ETF worth $11.5M as of Q2 2026.
Elmwood Wealth Management bought 855 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $74K.
Innovator Deepwater Frontier Tech ETF made up 2.87% of Elmwood Wealth Management's portfolio in Q2 2026, its #2 holding.
Elmwood Wealth Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2018 and has held it in 19 quarters since.
59 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.