EWM
LOUP

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

Evolution 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 		$31K Hold
315
– – 0.02% 385
2026
Q1 		$21.7K Hold
315
– – 0.02% 408
2025
Q4 		$24.1K Hold
315
– – 0.02% 335
2025
Q3 		$23.3K Hold
315
– – 0.02% 280
2025
Q2 		$19.7K Buy
+315
New +$16.3K 0.02% 284

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 $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
LPL Financial San Diego, California $445B AUM 25.58% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HighTower Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Evolution Wealth Management held its Innovator Deepwater Frontier Tech ETF (LOUP) position steady in Q2 2026 at 315 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #385.

Evolution Wealth Management first reported a position in LOUP in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • Evolution Wealth Management held 315 shares of Innovator Deepwater Frontier Tech ETF worth $31K as of Q2 2026.
  • Evolution Wealth Management left its Innovator Deepwater Frontier Tech ETF share count unchanged in Q2 2026.
  • Innovator Deepwater Frontier Tech ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Evolution Wealth Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 59 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.