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John W. Brooker & Co’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

John W. Brooker & Co’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
2022
Q4 		– Sell
-120
Closed -$3K – 193
2022
Q3 		$3K Hold
120
– – ﹤0.01% 179
2022
Q2 		$3K Hold
120
– – ﹤0.01% 175
2022
Q1 		$3K Hold
120
– – ﹤0.01% 176
2021
Q4 		$3K Hold
120
– – ﹤0.01% 178
2021
Q3 		$3K Hold
120
– – ﹤0.01% 171
2021
Q2 		$3K Buy
+120
New +$3.18K ﹤0.01% 175

Other funds holding XDSQ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

John W. Brooker & Co's XDSQ Position: Q4 2022 in Review

John W. Brooker & Co sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q4 2022, closing a stake of 120 shares — an estimated $3K sold.

John W. Brooker & Co first reported a position in XDSQ in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 10 funds tracked by Wall St. Rank hold XDSQ as of Q4 2022.

  • John W. Brooker & Co reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 120 Innovator US Equity Accelerated ETF Quarterly shares in Q4 2022, an estimated $3K.
  • John W. Brooker & Co first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q2 2021 and held it in 6 quarters.
  • John W. Brooker & Co's Innovator US Equity Accelerated ETF Quarterly position peaked at $3K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.