TWM
LOUP

Tradition Wealth Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Tradition Wealth 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 		$18.6M Sell
189,004
-298
-0.2% -$25.8K 1.14% 24
2026
Q1 		$13M Buy
189,302
+5,871
+3% +$445K 0.93% 29
2025
Q4 		$14M Sell
183,431
-12,455
-6% -$964K 1.01% 28
2025
Q3 		$14.5M Sell
195,886
-3,000
-2% -$198K 1.07% 25
2025
Q2 		$12.5M Buy
198,886
+35
+0% +$1.81K 0.99% 28
2025
Q1 		$9.03M Buy
198,851
+4,944
+3% +$270K 0.79% 32
2024
Q4 		$10.3M Buy
193,907
+2,662
+1% +$141K 0.91% 33
2024
Q3 		$9.1M Buy
191,245
+6,554
+4% +$298K 0.81% 32
2024
Q2 		$8.79M Buy
184,691
+4,141
+2% +$191K 0.85% 30
2024
Q1 		$8.62M Sell
180,550
-15,678
-8% -$709K 0.87% 30
2023
Q4 		$8.59M Buy
196,228
+6,980
+4% +$269K 0.9% 30
2023
Q3 		$6.72M Buy
189,248
+1,330
+0.7% +$50.6K 0.8% 29
2023
Q2 		$7.43M Sell
187,918
-1,217
-0.6% -$43.7K 0.87% 30
2023
Q1 		$6.71M Sell
189,135
-3,751
-2% -$127K 0.83% 32
2022
Q4 		$5.58M Buy
192,886
+23,738
+14% +$701K 0.79% 37
2022
Q3 		$4.54M Buy
169,148
+14,087
+9% +$442K 0.68% 40
2022
Q2 		$4.6M Sell
155,061
-9,608
-6% -$345K 0.67% 43
2022
Q1 		$7.57M Buy
164,669
+14,987
+10% +$698K 0.97% 31
2021
Q4 		$8.02M Buy
149,682
+25,256
+20% +$1.38M 1.01% 29
2021
Q3 		$6.37M Buy
124,426
+11,809
+10% +$615K 0.91% 28
2021
Q2 		$6.25M Buy
112,617
+13,248
+13% +$705K 0.93% 25
2021
Q1 		$5.37M Sell
99,369
-14,577
-13% -$826K 0.93% 28
2020
Q4 		$5.68M Buy
+113,946
New +$4.87M 1.1% 23

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
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
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM

Tradition Wealth Management's LOUP Position: Q2 2026 in Review

Tradition Wealth Management reduced its Innovator Deepwater Frontier Tech ETF (LOUP) stake by 0.16% in Q2 2026, selling an estimated $25.8K and leaving 189,004 shares worth $18.6M. The position accounts for 1.14% of the portfolio, ranked #24.

Tradition Wealth Management first reported a position in LOUP in Q4 2020 and has held it in 23 quarters since. 59 funds tracked by Wall St. Rank hold LOUP as of Q2 2026.

  • Tradition Wealth Management held 189,004 shares of Innovator Deepwater Frontier Tech ETF worth $18.6M as of Q2 2026.
  • Tradition Wealth Management sold 298 Innovator Deepwater Frontier Tech ETF shares in Q2 2026, an estimated $25.8K.
  • Innovator Deepwater Frontier Tech ETF made up 1.14% of Tradition Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Tradition Wealth Management first reported a position in Innovator Deepwater Frontier Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • 59 funds tracked by Wall St. Rank held Innovator Deepwater Frontier Tech ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.