Bedel Financial Consulting’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Bedel Financial Consulting’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 Q1	–	Sell	-896	Closed	-$26K	–	1078
2021 Q4	$26K	Hold	896	–	–	0.01%	517
2021 Q3	$24K	Hold	896	–	–	0.01%	521
2021 Q2	$24K	Buy	+896	New	+$23.7K	0.01%	524

Other funds holding XTAP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

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

Bedel Financial Consulting's XTAP Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Accelerated Plus ETF April (XTAP) in Q1 2022, closing a stake of 896 shares — an estimated $26K sold.

Bedel Financial Consulting first reported a position in XTAP in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 9 funds tracked by Wall St. Rank hold XTAP as of Q1 2022.

Bedel Financial Consulting reported no remaining Innovator US Equity Accelerated Plus ETF April position as of Q1 2022 after selling out during the quarter.
Bedel Financial Consulting sold 896 Innovator US Equity Accelerated Plus ETF April shares in Q1 2022, an estimated $26K.
Bedel Financial Consulting first reported a position in Innovator US Equity Accelerated Plus ETF April in Q2 2021 and held it in 3 quarters.
Bedel Financial Consulting's Innovator US Equity Accelerated Plus ETF April position peaked at $26K in Q4 2021.
9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.