Capasso Planning Partners’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-27,715	Closed	-$972K	–	161
2024 Q3	$972K	Sell	27,715 -20,284	-42%	-$684K	0.29%	61
2024 Q2	$1.59M	Sell	47,999 -998	-2%	-$31.4K	0.52%	46
2024 Q1	$1.53M	Buy	48,997 +3,738	+8%	+$114K	0.63%	31
2023 Q4	$1.34M	Buy	+45,259	New	+$1.29M	0.63%	34

Other funds holding XDSQ

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

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

AWA

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

EMAM

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

AAP

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

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

VPWA

Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capasso Planning Partners's XDSQ Position: Q4 2024 in Review

Capasso Planning Partners sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q4 2024, closing a stake of 27,715 shares — an estimated $972K sold.

Capasso Planning Partners first reported a position in XDSQ in Q4 2023 and held it in 4 quarters. The position peaked at $1.59M in Q2 2024. 35 funds tracked by Wall St. Rank hold XDSQ as of Q4 2024.

Capasso Planning Partners reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 27,715 Innovator US Equity Accelerated ETF Quarterly shares in Q4 2024, an estimated $972K.
Capasso Planning Partners first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2023 and held it in 4 quarters.
Capasso Planning Partners's Innovator US Equity Accelerated ETF Quarterly position peaked at $1.59M in Q2 2024.
35 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.