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Foundations Investment Advisors’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Foundations Investment Advisors’s Portfolio XTAP Stock Details XTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Sell
5,758
-261
-4% -$10.7K ﹤0.01% 1018
2025
Q4 		$245K Sell
6,019
-1,666
-22% -$66.7K ﹤0.01% 973
2025
Q3 		$305K Sell
7,685
-256
-3% -$9.97K ﹤0.01% 849
2025
Q2 		$303K Buy
7,941
+1,849
+30% +$66.7K ﹤0.01% 737
2025
Q1 		$217K Buy
+6,092
New +$214K ﹤0.01% 802

Other funds holding XTAP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Foundations Investment Advisors's XTAP Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Accelerated Plus ETF April (XTAP) stake by 4.3% in Q1 2026, selling an estimated $10.7K and leaving 5,758 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Foundations Investment Advisors first reported a position in XTAP in Q1 2025 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 13 funds tracked by Wall St. Rank hold XTAP as of Q1 2026.

  • Foundations Investment Advisors held 5,758 shares of Innovator US Equity Accelerated Plus ETF April worth $238K as of Q1 2026.
  • Foundations Investment Advisors sold 261 Innovator US Equity Accelerated Plus ETF April shares in Q1 2026, an estimated $10.7K.
  • Innovator US Equity Accelerated Plus ETF April made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1018 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated Plus ETF April in Q1 2025 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Accelerated Plus ETF April position peaked at $305K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.