Capasso Planning Partners’s Innovator Growth Accelerated ETF Quarterly XDQQ Stock Holding History

Capasso Planning Partners’s Portfolio XDQQ Stock Details XDQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-72,202	Closed	-$2.23M	–	154
2024 Q2	$2.23M	Buy	72,202 +21,878	+43%	+$634K	0.72%	34
2024 Q1	$1.43M	Buy	50,324 +3,836	+8%	+$105K	0.59%	35
2023 Q4	$1.23M	Buy	+46,488	New	+$1.18M	0.57%	36

Other funds holding XDQQ

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

ACM

Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Capasso Planning Partners's XDQQ Position: Q3 2024 in Review

Capasso Planning Partners sold out of Innovator Growth Accelerated ETF Quarterly (XDQQ) in Q3 2024, closing a stake of 72,202 shares — an estimated $2.23M sold.

Capasso Planning Partners first reported a position in XDQQ in Q4 2023 and held it in 3 quarters. The position peaked at $2.23M in Q2 2024. 23 funds tracked by Wall St. Rank hold XDQQ as of Q3 2024.

Capasso Planning Partners reported no remaining Innovator Growth Accelerated ETF Quarterly position as of Q3 2024 after selling out during the quarter.
Capasso Planning Partners sold 72,202 Innovator Growth Accelerated ETF Quarterly shares in Q3 2024, an estimated $2.23M.
Capasso Planning Partners first reported a position in Innovator Growth Accelerated ETF Quarterly in Q4 2023 and held it in 3 quarters.
Capasso Planning Partners's Innovator Growth Accelerated ETF Quarterly position peaked at $2.23M in Q2 2024.
23 funds tracked by Wall St. Rank held Innovator Growth Accelerated ETF Quarterly as of Q3 2024.

Based on Capasso Planning Partners's 13F filing for Q3 2024, filed 2 Dec 2024.