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Axxcess Wealth Management’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Axxcess Wealth Management’s Portfolio XTAP Stock Details XTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,871
Closed -$288K – 621
2022
Q2 		$288K Hold
11,871
– – 0.03% 406
2022
Q1 		$346K Sell
11,871
-1,530
-11% -$43.5K 0.03% 442
2021
Q4 		$385K Buy
+13,401
New +$378K 0.03% 419

Other funds holding XTAP

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWBC
John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Axxcess Wealth Management's XTAP Position: Q3 2022 in Review

Axxcess Wealth Management sold out of Innovator US Equity Accelerated Plus ETF April (XTAP) in Q3 2022, closing a stake of 11,871 shares — an estimated $288K sold.

Axxcess Wealth Management first reported a position in XTAP in Q4 2021 and held it in 3 quarters. The position peaked at $385K in Q4 2021. 7 funds tracked by Wall St. Rank hold XTAP as of Q3 2022.

  • Axxcess Wealth Management reported no remaining Innovator US Equity Accelerated Plus ETF April position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,871 Innovator US Equity Accelerated Plus ETF April shares in Q3 2022, an estimated $288K.
  • Axxcess Wealth Management first reported a position in Innovator US Equity Accelerated Plus ETF April in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Innovator US Equity Accelerated Plus ETF April position peaked at $385K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.