CPIG
XDAP

Chicago Partners Investment Group’s Innovator U.S. Equity Accelerated ETF - April XDAP Stock Holding History

Chicago Partners Investment Group’s Portfolio XDAP Stock Details XDAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,621
Closed -$217K – 618
2021
Q3 		$217K Sell
7,621
-2,149
-22% -$59.3K 0.02% 526
2021
Q2 		$269K Buy
+9,770
New +$259K 0.02% 449

Other funds holding XDAP

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Chicago Partners Investment Group's XDAP Position: Q4 2021 in Review

Chicago Partners Investment Group sold out of Innovator U.S. Equity Accelerated ETF - April (XDAP) in Q4 2021, closing a stake of 7,621 shares — an estimated $217K sold.

Chicago Partners Investment Group first reported a position in XDAP in Q2 2021 and held it in 2 quarters. The position peaked at $269K in Q2 2021. 11 funds tracked by Wall St. Rank hold XDAP as of Q4 2021.

  • Chicago Partners Investment Group reported no remaining Innovator U.S. Equity Accelerated ETF - April position as of Q4 2021 after selling out during the quarter.
  • Chicago Partners Investment Group sold 7,621 Innovator U.S. Equity Accelerated ETF - April shares in Q4 2021, an estimated $217K.
  • Chicago Partners Investment Group first reported a position in Innovator U.S. Equity Accelerated ETF - April in Q2 2021 and held it in 2 quarters.
  • Chicago Partners Investment Group's Innovator U.S. Equity Accelerated ETF - April position peaked at $269K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - April as of Q4 2021.

Based on Chicago Partners Investment Group's 13F filing for Q4 2021, filed 15 Feb 2022.