LPL Financial
LOUP

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

LPL Financial’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 		$16.3M Buy
165,248
+9,675
+6% +$837K ﹤0.01% 1725
2026
Q1 		$10.7M Buy
155,573
+24,990
+19% +$1.9M ﹤0.01% 1942
2025
Q4 		$9.98M Buy
130,583
+42,923
+49% +$3.32M ﹤0.01% 1927
2025
Q3 		$6.48M Buy
87,660
+42,148
+93% +$2.79M ﹤0.01% 2245
2025
Q2 		$2.85M Buy
45,512
+24,418
+116% +$1.26M ﹤0.01% 2795
2025
Q1 		$958K Buy
21,094
+13,965
+196% +$763K ﹤0.01% 3597
2024
Q4 		$380K Buy
7,129
+50
+0.7% +$2.64K ﹤0.01% 4325
2024
Q3 		$337K Sell
7,079
-79
-1% -$3.59K ﹤0.01% 4335
2024
Q2 		$341K Sell
7,158
-3,748
-34% -$173K ﹤0.01% 4171
2024
Q1 		$521K Buy
10,906
+3,248
+42% +$147K ﹤0.01% 3746
2023
Q4 		$335K Sell
7,658
-1,229
-14% -$47.3K ﹤0.01% 4004
2023
Q3 		$316K Buy
8,887
+158
+2% +$6.01K ﹤0.01% 3873
2023
Q2 		$345K Buy
8,729
+797
+10% +$28.6K ﹤0.01% 3730
2023
Q1 		$281K Sell
7,932
-2,597
-25% -$87.6K ﹤0.01% 3792
2022
Q4 		$305K Sell
10,529
-4,427
-30% -$131K ﹤0.01% 3641
2022
Q3 		$402K Sell
14,956
-2,834
-16% -$88.9K ﹤0.01% 3344
2022
Q2 		$528K Sell
17,790
-1,432
-7% -$51.4K ﹤0.01% 3152
2022
Q1 		$883K Sell
19,222
-3,410
-15% -$159K ﹤0.01% 2705
2021
Q4 		$1.21M Sell
22,632
-626
-3% -$34.1K ﹤0.01% 2491
2021
Q3 		$1.19M Buy
23,258
+961
+4% +$50K ﹤0.01% 2479
2021
Q2 		$1.24M Buy
22,297
+13,029
+141% +$694K ﹤0.01% 2391
2021
Q1 		$501K Buy
+9,268
New +$525K ﹤0.01% 3020

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
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
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

LPL Financial's LOUP Position: Q2 2026 in Review

LPL Financial increased its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 6.2% in Q2 2026, buying an estimated $837K and bringing the position to 165,248 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

LPL Financial first reported a position in LOUP in Q1 2021 and has held it in 22 quarters since. 34 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • LPL Financial held 165,248 shares of Innovator Deepwater Frontier Tech ETF worth $16.3M as of Q2 2026.
  • LPL Financial bought 9,675 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $837K.
  • Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1725 holding.
  • LPL Financial first reported a position in Innovator Deepwater Frontier Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • 34 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.