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Atria Wealth Solutions’s Innovator Growth Accelerated Plus ETF April QTAP Stock Holding History

Atria Wealth Solutions’s Portfolio QTAP Stock Details QTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,850
Closed -$653K – 2007
2023
Q3 		$653K Buy
21,850
+700
+3% +$21K 0.01% 1010
2023
Q2 		$630K Buy
+21,150
New +$591K 0.01% 1047

Other funds holding QTAP

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Atria Wealth Solutions's QTAP Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Innovator Growth Accelerated Plus ETF April (QTAP) in Q4 2023, closing a stake of 21,850 shares — an estimated $653K sold.

Atria Wealth Solutions first reported a position in QTAP in Q2 2023 and held it in 2 quarters. The position peaked at $653K in Q3 2023. 9 funds tracked by Wall St. Rank hold QTAP as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Innovator Growth Accelerated Plus ETF April position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,850 Innovator Growth Accelerated Plus ETF April shares in Q4 2023, an estimated $653K.
  • Atria Wealth Solutions first reported a position in Innovator Growth Accelerated Plus ETF April in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Innovator Growth Accelerated Plus ETF April position peaked at $653K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF April as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.