Rockefeller Capital Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Rockefeller Capital 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 Q1	$37.9K	Sell	550 -34	-6%	-$2.58K	﹤0.01%	3418
2025 Q4	$44.6K	Buy	584 +414	+244%	+$32K	﹤0.01%	3131
2025 Q3	$12.6K	Buy	+170	New	+$11.2K	﹤0.01%	3561
2023 Q1	–	Sell	-1,500	Closed	-$43K	–	3073
2022 Q4	$43K	Hold	1,500	–	–	﹤0.01%	2461
2022 Q3	$40K	Sell	1,500 -7,966	-84%	-$250K	﹤0.01%	2466
2022 Q2	$280K	Buy	9,466 +739	+8%	+$26.5K	﹤0.01%	1488
2022 Q1	$400K	Sell	8,727 -2,199	-20%	-$102K	﹤0.01%	1405
2021 Q4	$585K	Buy	+10,926	New	+$596K	﹤0.01%	1257

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

Rockefeller Capital Management's LOUP Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 5.8% in Q1 2026, selling an estimated $2.58K and leaving 550 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

Rockefeller Capital Management first reported a position in LOUP in Q4 2021 and has held it in 8 quarters since. The position peaked at $585K in Q4 2021. 53 funds tracked by Wall St. Rank hold LOUP as of Q1 2026.

Rockefeller Capital Management held 550 shares of Innovator Deepwater Frontier Tech ETF worth $37.9K as of Q1 2026.
Rockefeller Capital Management sold 34 Innovator Deepwater Frontier Tech ETF shares in Q1 2026, an estimated $2.58K.
Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3418 holding.
Rockefeller Capital Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's Innovator Deepwater Frontier Tech ETF position peaked at $585K in Q4 2021.
53 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.