Bellwether Advisors’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Bellwether Advisors’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
2023 Q2	–	Sell	-60	Closed	-$1.56K	–	462
2023 Q1	$1.56K	Hold	60	–	–	﹤0.01%	353
2022 Q4	$1.46K	Hold	60	–	–	﹤0.01%	367
2022 Q3	$1K	Buy	+60	New	+$1.52K	﹤0.01%	455

Other funds holding XUSP

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

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return

Bellwether Advisors's XUSP Position: Q2 2023 in Review

Bellwether Advisors sold out of Innovator Uncapped Accelerated US Equity ETF (XUSP) in Q2 2023, closing a stake of 60 shares — an estimated $1.56K sold.

Bellwether Advisors first reported a position in XUSP in Q3 2022 and held it in 3 quarters. The position peaked at $1.56K in Q1 2023. 5 funds tracked by Wall St. Rank hold XUSP as of Q2 2023.

Bellwether Advisors reported no remaining Innovator Uncapped Accelerated US Equity ETF position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 60 Innovator Uncapped Accelerated US Equity ETF shares in Q2 2023, an estimated $1.56K.
Bellwether Advisors first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q3 2022 and held it in 3 quarters.
Bellwether Advisors's Innovator Uncapped Accelerated US Equity ETF position peaked at $1.56K in Q1 2023.
5 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.