Envestnet Asset Management’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Envestnet Asset Management’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
2026 Q1	$341K	Buy	8,621 +799	+10%	+$33.2K	﹤0.01%	4201
2025 Q4	$326K	Buy	7,822 +218	+3%	+$8.86K	﹤0.01%	3977
2025 Q3	$303K	Buy	7,604 +688	+10%	+$26.7K	﹤0.01%	4073
2025 Q2	$259K	Sell	6,916 -64	-0.9%	-$2.27K	﹤0.01%	4099
2025 Q1	$243K	Sell	6,980 -395	-5%	-$14.5K	﹤0.01%	4044
2024 Q4	$269K	Buy	7,375 +29	+0.4%	+$1.05K	﹤0.01%	3946
2024 Q3	$258K	Sell	7,346 -970	-12%	-$32.7K	﹤0.01%	3904
2024 Q2	$276K	Buy	8,316 +179	+2%	+$5.63K	﹤0.01%	3777
2024 Q1	$254K	Buy	+8,137	New	+$248K	﹤0.01%	3813
2023 Q2	–	Sell	-58,450	Closed	-$1.55M	–	4095
2023 Q1	$1.55M	Buy	+58,450	New	+$1.48M	﹤0.01%	2359

Other funds holding XDSQ

ACM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Envestnet Asset Management's XDSQ Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 10% in Q1 2026, buying an estimated $33.2K and bringing the position to 8,621 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #4201.

Envestnet Asset Management first reported a position in XDSQ in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q1 2023. 44 funds tracked by Wall St. Rank hold XDSQ as of Q1 2026.

Envestnet Asset Management held 8,621 shares of Innovator US Equity Accelerated ETF Quarterly worth $341K as of Q1 2026.
Envestnet Asset Management bought 799 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2026, an estimated $33.2K.
Innovator US Equity Accelerated ETF Quarterly made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4201 holding.
Envestnet Asset Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q1 2023 and has held it in 10 quarters since.
Envestnet Asset Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $1.55M in Q1 2023.
44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.