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Capasso Planning Partners’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Capasso Planning Partners’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
2025
Q3 		– Sell
-5,376
Closed -$226K – 88
2025
Q2 		$226K Sell
5,376
-67,477
-93% -$2.58M 0.13% 76
2025
Q1 		$2.72M Buy
72,853
+8,075
+12% +$325K 1.14% 17
2024
Q4 		$2.6M Buy
+64,778
New +$2.64M 1.04% 21

Other funds holding XUSP

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Capasso Planning Partners's XUSP Position: Q3 2025 in Review

Capasso Planning Partners sold out of Innovator Uncapped Accelerated US Equity ETF (XUSP) in Q3 2025, closing a stake of 5,376 shares — an estimated $226K sold.

Capasso Planning Partners first reported a position in XUSP in Q4 2024 and held it in 3 quarters. The position peaked at $2.72M in Q1 2025. 23 funds tracked by Wall St. Rank hold XUSP as of Q3 2025.

  • Capasso Planning Partners reported no remaining Innovator Uncapped Accelerated US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 5,376 Innovator Uncapped Accelerated US Equity ETF shares in Q3 2025, an estimated $226K.
  • Capasso Planning Partners first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q4 2024 and held it in 3 quarters.
  • Capasso Planning Partners's Innovator Uncapped Accelerated US Equity ETF position peaked at $2.72M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.