Safe Harbor Wealth Advisors’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Safe Harbor 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
2025 Q4	$348K	Buy	+4,717	New	+$365K	0.34%	60

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Safe Harbor Wealth Advisors's LOUP Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Innovator Deepwater Frontier Tech ETF (LOUP) in Q4 2025: 4,717 shares worth $348K. The stake represents 0.34% of the portfolio and ranks #60 among its holdings.

50 funds tracked by Wall St. Rank hold LOUP as of Q4 2025.

Safe Harbor Wealth Advisors held 4,717 shares of Innovator Deepwater Frontier Tech ETF worth $348K as of Q4 2025.
Innovator Deepwater Frontier Tech ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Innovator Deepwater Frontier Tech ETF made up 0.34% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #60 holding.
50 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.