AE Wealth Management’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

AE Wealth Management’s Portfolio XDSQ Stock Details XDSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.4K	Sell	1,247 -97	-7%	-$4.04K	﹤0.01%	1959
2025 Q4	$55.9K	Sell	1,344 -221	-14%	-$8.98K	﹤0.01%	1834
2025 Q3	$62.4K	Sell	1,565 -711	-31%	-$27.6K	﹤0.01%	1676
2025 Q2	$85.1K	Buy	2,276 +231	+11%	+$8.18K	﹤0.01%	1519
2025 Q1	$71.1K	Sell	2,045 -6,032	-75%	-$221K	﹤0.01%	1519
2024 Q4	$294K	Buy	+8,077	New	+$292K	﹤0.01%	1111
2024 Q1	–	Sell	-109,255	Closed	-$3.3M	–	2021
2023 Q4	$3.3M	Sell	109,255 -8,813	-7%	-$251K	0.02%	727
2023 Q3	$3.26M	Sell	118,068 -7,189	-6%	-$207K	0.02%	680
2023 Q2	$3.59M	Sell	125,257 -6,113	-5%	-$168K	0.02%	639
2023 Q1	$3.49M	Sell	131,370 -5,237	-4%	-$132K	0.02%	611
2022 Q4	$3.29M	Buy	136,607 +1,323	+1%	+$30.5K	0.02%	590
2022 Q3	$2.92M	Sell	135,284 -4,365	-3%	-$104K	0.02%	579
2022 Q2	$3.18M	Buy	+139,649	New	+$3.46M	0.03%	526

Other funds holding XDSQ

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

AE Wealth Management's XDSQ Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 7.2% in Q1 2026, selling an estimated $4.04K and leaving 1,247 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

AE Wealth Management first reported a position in XDSQ in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.59M in Q2 2023. 44 funds tracked by Wall St. Rank hold XDSQ as of Q1 2026.

AE Wealth Management held 1,247 shares of Innovator US Equity Accelerated ETF Quarterly worth $49.4K as of Q1 2026.
AE Wealth Management sold 97 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2026, an estimated $4.04K.
Innovator US Equity Accelerated ETF Quarterly made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1959 holding.
AE Wealth Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q2 2022 and has held it in 13 quarters since.
AE Wealth Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $3.59M in Q2 2023.
44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.