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ATX Financial Planning’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

ATX Financial Planning’s Portfolio XUSP Stock Details XUSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.69M Sell
89,058
-52
-0.1% -$2.64K 3.1% 10
2026
Q1 		$3.93M Buy
89,110
+1,379
+2% +$64.9K 2.99% 11
2025
Q4 		$4.17M Buy
+87,731
New +$4.13M 3.21% 8

Other funds holding XUSP

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $131M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

ATX Financial Planning's XUSP Position: Q2 2026 in Review

ATX Financial Planning reduced its Innovator Uncapped Accelerated US Equity ETF (XUSP) stake by 0.06% in Q2 2026, selling an estimated $2.64K and leaving 89,058 shares worth $4.69M. The position accounts for 3.1% of the portfolio, ranked #10.

ATX Financial Planning first reported a position in XUSP in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold XUSP as of Q2 2026.

  • ATX Financial Planning held 89,058 shares of Innovator Uncapped Accelerated US Equity ETF worth $4.69M as of Q2 2026.
  • ATX Financial Planning sold 52 Innovator Uncapped Accelerated US Equity ETF shares in Q2 2026, an estimated $2.64K.
  • Innovator Uncapped Accelerated US Equity ETF made up 3.1% of ATX Financial Planning's portfolio in Q2 2026, its #10 holding.
  • ATX Financial Planning first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.