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Journey Retirement Planning & Investment Management’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-8,370
Closed -$348K – 247
2025
Q4 		$348K Buy
+8,370
New +$340K 0.07% 183

Other funds holding XDSQ

ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Journey Retirement Planning & Investment Management's XDSQ Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q1 2026, closing a stake of 8,370 shares — an estimated $348K sold.

Journey Retirement Planning & Investment Management first reported a position in XDSQ in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 44 funds tracked by Wall St. Rank hold XDSQ as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 8,370 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2026, an estimated $348K.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $348K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.