Rockefeller Capital Management
LOUP

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
Q2 		$52.5K Sell
533
-17
-3% -$1.47K ﹤0.01% 3348
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

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

Rockefeller Capital Management's LOUP Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 3.1% in Q2 2026, selling an estimated $1.47K and leaving 533 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

Rockefeller Capital Management first reported a position in LOUP in Q4 2021 and has held it in 9 quarters since. The position peaked at $585K in Q4 2021. 60 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • Rockefeller Capital Management held 533 shares of Innovator Deepwater Frontier Tech ETF worth $52.5K as of Q2 2026.
  • Rockefeller Capital Management sold 17 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $1.47K.
  • Innovator Deepwater Frontier Tech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3348 holding.
  • Rockefeller Capital Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2021 and has held it in 9 quarters since.
  • Rockefeller Capital Management's Innovator Deepwater Frontier Tech ETF position peaked at $585K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.