DHGWA
XDAP

Dixon Hughes Goodman Wealth Advisors’s Innovator U.S. Equity Accelerated ETF - April XDAP Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$14K Sell
460
-200
-30% -$5.7K ﹤0.01% 480
2021
Q4 		$19K Buy
+660
New +$18.7K 0.01% 391

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's XDAP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator U.S. Equity Accelerated ETF - April (XDAP) stake by 30% in Q1 2022, selling an estimated $5.7K and leaving 460 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Dixon Hughes Goodman Wealth Advisors first reported a position in XDAP in Q4 2021 and has held it in 2 quarters since. The position peaked at $19K in Q4 2021. 11 funds tracked by Wall St. Rank hold XDAP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 460 shares of Innovator U.S. Equity Accelerated ETF - April worth $14K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 200 Innovator U.S. Equity Accelerated ETF - April shares in Q1 2022, an estimated $5.7K.
  • Innovator U.S. Equity Accelerated ETF - April made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #480 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator U.S. Equity Accelerated ETF - April in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator U.S. Equity Accelerated ETF - April position peaked at $19K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - April as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.