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Marshall & Sterling Wealth Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Marshall & Sterling Wealth 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 		$41.7K Sell
423
-86
-17% -$7.44K 0.02% 162
2026
Q1 		$35K Sell
509
-600
-54% -$45.5K 0.02% 168
2025
Q4 		$84.7K Hold
1,109
– – 0.06% 114
2025
Q3 		$81.9K Sell
1,109
-3
-0.3% -$198 0.05% 129
2025
Q2 		$69.6K Sell
1,112
-29,937
-96% -$1.55M 0.05% 129
2025
Q1 		$1.41M Sell
31,049
-2,217
-7% -$121K 0.96% 29
2024
Q4 		$1.77M Buy
+33,266
New +$1.76M 1.23% 22

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
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LOUP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 17% in Q2 2026, selling an estimated $7.44K and leaving 423 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #162.

Marshall & Sterling Wealth Advisors first reported a position in LOUP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2024. 13 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 423 shares of Innovator Deepwater Frontier Tech ETF worth $41.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 86 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $7.44K.
  • Innovator Deepwater Frontier Tech ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Innovator Deepwater Frontier Tech ETF position peaked at $1.77M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.